Jan 15
How rising input costs, tariffs impact tech?
US crude tumbles, silver plunges, and copper pulls back — all while the geopolitical heat from Iran cools slightly. But in tech, the cost story is just heating up. Nvidia’s H200 chips can now be sold to China, but a 25% fee collected when the chips pass through the US raises cost ... Show More
10m 38s
Jan 14
Politics, geopolitics cast shadow on economic data
US markets are holding near record highs, but the mood is anything but settled. While US inflation data came in largely as expected, easing some immediate pressure on the Fed, political noise is creeping back into the pricing of rates, bonds and currencies. Expectations for a Mar ... Show More
10m 1s
Jan 12
Ample liquidity supports risk taking!
The year is racing ahead, and markets are feeling every bump. Oil swung wildly last week after the U.S. operation in Venezuela, with Exxon saying the country was “un-investable” — only for Trump to push back. Energy ETFs fluctuated near record highs, crude tested key technical le ... Show More
10m 2s
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?
<p class="p1">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 Antho ... Show More
17m 1s
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 significant fe ... Show More
55m 42s
Nov 2
Inflation and Hurdle Rates: How to Protect Your Money from the Declining Dollar
In this episode of the Learn to Swing Trade the Stock Market podcast, host Brian Montes breaks down the powerful connection between inflation, hurdle rates, and the purchasing power of the dollar.Most people measure success by how much their portfolio or savings account grows — b ... Show More
8m 51s
Aug 2025
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s