European stocks rallied on Trump-fueled hopes of brokering peace between Russia and Ukraine—but that optimism is fading fast. Defense names slid after Rheinmetall’s disappointing results, while BAE and Leonardo offered mixed signals. Meanwhile, Switzerland left Washington with no tariff relief, and a 39% levy looms over exports.
In the US, oil broke below $ ... Show More
Aug 6
Oil at critical support amid geopolitical, trade developments
Mixed PMI data, sticky inflation, and a reality check for Federal Reserve (Fed) rate cut hopes are on the menu of today’s episode. Slower US service activity and hotter-than-expected price pressures have markets rethinking (but just a little) about a September rate cut, sending 2 ... Show More
11m 45s
Nov 2021
187 - The return of inflation
It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out th ... Show More
29m 47s
Jun 2024
What’s driving rent inflation?
While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co ... Show More
17m 1s
May 2024
Precious Metals Shine Bright in Times of Inflation - Alan Hibbard #6070
Kerry Lutz and Alan Hibbard discussed the current state of the precious metals market and investment strategies. Alan shared his investment portfolio, which includes gold, silver, and Bitcoin, and discussed his long-term investment approach. They also talked about the potential i ... Show More
17m 12s
Aug 2024
Inflation Data Supports Rate Hikes, Not Rate Cuts - Ep 974
Peter Schiff dissects the latest inflation data, emphasizing the government's manipulation in underreporting true inflation figures. He compares the July CPI and PPI reports, suggesting real inflation rates could be double the official numbers.Schiff highlights the significan ... Show More
55m 42s
Jul 2024
Inflation cools, election heats up
With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US ... Show More
8m 18s
Jul 2022
Is Inflation Cresting? Adam Ozimek Shares Why He's Hopeful
Adam Ozimek, Chief Economist at Innovate Economy, explains why he's hopeful inflation has crested, why it's stuck around longer than economists expected, and why he believes we'll see inflation come down in the coming months and back down to normal over the next year.
This interv ... Show More
9m 43s