Alle afleveringen
282 afleveringen, van nieuw naar oud
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The debt tab
13 augustus 2026 · 8 min
Inflation cooled as expected, lowering the temperature around the Fed's next move. The U.S. government just sold 10-year debt at its highest auction yield in nearly two decades, underscoring the rising cost of borrowing. Plus new GDP figures challenge the idea that the UK remains stuck in a low-growth rut. Lees meer
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Today's recommended read: AI creeps onto Fed radar, but footprint is small so far by Mike Dolan
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Banking on CoreWeave
12 augustus 2026 · 9 min
Investors push CoreWeave shares higher after the AI cloud company reported strong results and highlighted more than $100 billion in backlogged orders. Meanwhile, markets are bracing for a closely-watched U.S. inflation report that could shape the Federal Reserve's next move. And oil prices continue to climb as Red Sea attacks persist and progress in U.S.-Iran talks remains elusive. Lees meer
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Today's recommended read: Three midweek thoughts - 'magnificent' banks, Japan switch, populism by Mike Dolan
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The $500 billion Nvidia bet
11 augustus 2026 · 9 min
Nvidia is reportedly working with Wall Street giants on a financing push that could funnel up to $500 billion into AI infrastructure. Oil prices are climbing again as hopes for a breakthrough between the U.S. and Iran being to fade. And traders are once more trusting Japan's resolve to defend the yen as Treasury yields march higher. Lees meer
Today's recommended read: Trump reopens Fed battle at critical time for bond markets by Mike Dolan
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Too many Cooks?
10 augustus 2026 · 10 min
President Trump gives Fed Governor Lisa Cook three weeks to answer mortgage fraud allegations, with the deadline falling just before the September FOMC meeting - raising fresh questions about Fed independence under Chair Kevin Warsh. Meanwhile, the U.S. economy shed 23,000 jobs in July in a surprise miss, though a falling unemployment rate and solid construction gains tempered the reaction. All eyes now turn to Wednesday's CPI print, with oil near $83 a barrel and retail fuel prices still roughly 30% above pre-war levels. Lees meer
Today's recommended read: China is balancing Asia's crude oil demand by itself, Clyde Russell
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The jobs verdict
7 augustus 2026 · 7 min
A closely watched U.S. jobs report could shape expectations for the Fed's next move on interest rates. Plus, markets are adjusting to a Federal Reserve that is saying less and letting investors do more of the guessing. And, SpaceX weathered a major lockup export without the sell-off many had expected. Lees meer
Today's recommended read: AI could end Wall Street's EPS obsession by Marty Fridson
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Strait stakes
6 augustus 2026 · 9 min
A proposed Iran deal that would give Tehrangreater control over shopping in the Strait of Hormuz is keeping oil below $80 a barrel. Gold has posted its biggest one-day gain in six months as investor reassess the outlook for inflation and interest rates. Meanwhile, Wall Street is cautious after weak chip-sector earnings and ahead of a pivotal U.S. jobs report. Lees meer
Today's recommended read: US-Japan action undercuts G7's historic FX role by Mike Dolan
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SpaceX lands hard
5 augustus 2026 · 9 min
SpaceX and AMD beat earnings estimates but saw their shares stumble, even as the Dow and S&P 500 hit fresh records and oil prices slide. Plus, Treasury Secretary Scott Bessent vows to do "whatever it takes" to help Japan defend the yen. Lees meer
Today's recommended read: Three midweek thoughts - AI job losses, Fed's White knight and K-shaped inflation by Mike Dolan
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Manufacturing rebounds
4 augustus 2026 · 9 min
U.S. manufacturing just posted its strongest growth in four years, adding to signs of economic resilience. Meanwhile, oil traders try to make sense of conflicting signals over potential Iran talks. And markets are questioning whether efforts by Tokyo and Washington will be enough to keep the yen afloat. Lees meer
Today's recommended read: U.S. economy is overstimulated - and bond markets fear it by Mike Dolan
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Yen intervention
3 augustus 2026 · 10 min
The yen jumps after a historic U.S.-Japan currency intervention. Wall Street profits are tracking their strongest growth outside a recession. Plus, oil tumbles as hopes rise for renewed U.S.-Iran talks. Lees meer
Today's recommended read: Iran war ushers in oil refining golden era. It won't last by Ron Bousso
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AI's trillion-dollar bet
31 juli 2026 · 8 min
Big Tech's spending on AI has now topped a trillion dollars and investors want to returns. Anthropic's Claude AI hacked three companies during testing. Plus, the yen remains under pressure despite intervention. Lees meer
Today’s recommended read: Europe makes trillion-euro bet to revive its battered industry by Ron Bousso
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The Fed's family fight
30 juli 2026 · 8 min
The Fed held interest rates steady, but three officials broke ranks and voted for a hike, delivering the "family fight" Chair Kevin Warsh said he wanted. Meanwhile, oil prices climbed after fresh U.S. strikes on Iranian targets. And Big Tech earnings split investors, with Meta and Qualcomm disappointing while Microsoft impressed. Lees meer
Today’s recommended read: The world's $1.8 quadrillion balance sheet has a simmering problem by Mike Dolan
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An unpredictable Fed
29 juli 2026 · 8 min
SK Hynix's profits surged sixfold and its stock still dropped 10%. The Fed is poised to make its more unpredictable rate decision since 2018. Plus, Microsoft and Meta earnings are up tonight. Lees meer
Today’s recommended read: Three midweek thoughts - cresting capex, Burnham bounce and Ukraine-Iran by Mike Dolan
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Chip rout
28 juli 2026 · 9 min
A global chip sell-off rattles tech markets, while oil prices retreat despite tensions in the Middle East. And central banks confront fresh inflation pressures. Lees meer
Today’s recommended read:Central banks can't 'see through' this many inflationary risks, Mike Dolan
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Made in China
27 juli 2026 · 9 min
Chinese memory chipmaker CXMT soared 500% on its Shanghai debut to become the country's most valuable company at over half a trillion dollars. Meanwhile, Apple, Amazon, Microsoft, and Meta prepare to report as cash burn concerns weigh on AI's biggest spenders, and the Fed meets Wednesday with oil retreating nearly $10 from above $100 a barrel after a pause in U.S.-Iran strikes. Lees meer
Today’s recommended read: Crude oil futures are pricing market adaptability, not hopeful Iran peace, Clyde Russell.
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Trump's tariff wall
24 juli 2026 · 7 min
Trump imposed new duties on 60 trading partners overnight using a forced labor justification, oil is surging past $100 on Red Sea chaos, the Fed heads into next week's meeting more divided than its been in years, and Intel just shattered Wall Street expectations on the back of the AI boom. Lees meer
Today’s recommended read: Who is funding America’s widening debt with the rest of the world?, Jamie McGeever
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Alphabet's AI bill
23 juli 2026 · 9 min
Alphabet's cloud revenue grew more than 80% year on year and the stock still dropped 3%. Tesla burned cash too, positing its first negative free cash flow in over two years. And with Houthi militants now forcing Saudi tankers to turn around in the Red Sea, oil is pushing toward $100 a barrel - giving the ECB a headache it wasn't expecting today. Lees meer
Today’s recommended read: America's 'mass affluence' is bigger than you think, Mike Dolan
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Yen at 40-year lows
22 juli 2026 · 8 min
Japan's yen hits a 40-year low above 163 per dollar, putting Tokyo on intervention watch. Alphabet reports earnings after the bell tonight, kicking off hyperscaler earnings season. And Brent crude climbs again as fighting continues in the Gulf, Saudi tankers are turned back and the U.S. confirms the conflict has cost over $37 billion. Lees meer
Today’s recommended read:Three midweek thoughts - jobs, Fed targets and volatility, Mike Dolan
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Canada's tariff surprise
21 juli 2026 · 9 min
Ten days into what was already supposed to be a ceasefire reports emerge of a push to mediate yet another 10-day ceasefire in U.S.-Iran hostilities - leaving markets struggling to keep up. In the UK, bond markets stay relatively calm under new Prime Minister Andy Burnham, who has committed to keeping UK debt stable over time, appointing John Healey as finance minister. And tariffs are back, with U.S. President Donald Trump levying 50% duties on roughly $20 billion Canadian goods including ice hockey gear, in the first use of Section 338 since the Supreme Court struck down his executive order. Lees meer
Today’s recommended read: Burnham kicks off UK premiership with lucky breaks. Investors hope they last, Mike Dolan
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Oil above $90
20 juli 2026 · 9 min
Crude tops $90 a barrel for the first time since early June as U.S. strikes on Iran enter their ninth day and two tankers are hit in the Strait of Hormuz. Markets are also watching Alphabet's Wednesday earnings, the first of the major hyperscalers to report. Plus, Andy Burnham is formally named Britain's new prime minister and investors wait to learn who will fill the key role of Finance Minister. Lees meer
Today’s recommended read: Forget crude. War pushes refiners to the brink, Ron Bousso
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Chip dip
17 juli 2026 · 8 min
Japanese chip stocks lead a broad sell-off in Asian trading as investors question whether the AI spending cycle has peaked. China's Moonshot unveils what it calls the world's largest open-source AI model as President Xi Jinping hosts a global AI cooperation conference in Beijing. And Netflix shares fall after a second consecutive quarter of disappointing sales growth. Lees meer
Today’s recommended read: Trump could get a lesson on Iran from an unlikely source — emus, Clyde Russell
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SpaceX grounded
16 juli 2026 · 8 min
SpaceX has fallen back below its $135 listing price and sits more than 30% off its post-listing peak, with insiders expected to begin selling as lockup periods expire over the coming months. The company has yet to confirm a date for its first earnings report. TSMC's record 77% profit jump offers some relief to chip investors after a rocky week. Plus, the British pound climbs to a one-year high against the euro on UK finance minister speculation. Lees meer
Today’s recommended read: Fed flip-flops make case for less talk, Mike Dolan
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Bank on it
15 juli 2026 · 9 min
Europe's ASML raises its full-year revenue forecast, steadying sentiment around AI infrastructure spending after IBM logged its worst single-day stock drop on record. U.S. core CPI posts its first monthly decline in over six years, easing pressure on the Fed. And volatile markets and a busy IPO pipeline hand the big banks a bumper quarter. Lees meer
Today’s recommended read: China's latest 'shock', German auto pain and the euro/yuan pressure cooker, Mike Dolan
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Blockade and a hard place
14 juli 2026 · 9 min
A fresh escalation in the Gulf, with Iranian missile attacks on shipping and a U.S. blockade declaration, pushes oil sharply higher and overshadows today's U.S. inflation report. Headline CPI had been forecast to fall below 4%, but with oil re-accelerating, that backward-looking relief may already feel like a moot point. Fed Governor Christopher Waller says core inflation is simply "too high," and markets are now pricing almost a 50% chance of a rate hike as soon as this month. Plus, Fed Chair Kevin Warsh faces Congress for the first time later today. Lees meer
Today’s recommended read: China blunted Iran war oil shock, but can it do the same for fuels?, Clyde Russell
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Iran's trump card
13 juli 2026 · 8 min
Oil prices surge but traders aren't panicking yet as U.S.-Iran strikes escalate and Iran claims the Strait of Hormuz is closed - even as U.S. Central Command says around 20 ships got through in the last 24 hours. Meanwhile, June CPI data drops Tuesday and big bank earnings kick off a week that will test soaring tech valuations. Lees meer
Today’s recommended read: Cheap drones turn energy into the global economy's weak spot, Ron Bousso
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SK Hynix makes its Nasdaq debut
10 juli 2026 · 6 min
SK Hynix hits the Nasdaq today, but can it close the valuation gap with Micron? Also, Japan's Finance Ministry tells its $1.81 trillion pension fund to stop sending money abroad, rattling the yen and Japanese bonds. And Wall Street braces for a brutal Tuesday, with five of the six biggest U.S. banks reporting on the same day. Lees meer
Today’s recommended read: From curiosity to cornerstone - how batteries went mainstream, Gavin Maguire
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Oil's three-day surge
9 juli 2026 · 9 min
Oil prices jump after President Trump says the U.S. memorandum of understanding with Iran is "over," while chip stocks see a brief Asia-session rally that quickly fades. And the June Fed minutes signal a divided central bank that's in no rush to act on inflation. Lees meer
Today’s recommended read: Forget TACO. Trump's best Mexican food acronym is TAMALES, Clyde Russell
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Oil spikes, chips slide
8 juli 2026 · 8 min
Oil jumps after President Donald Trump says the U.S. ceasefire with Iran is over after the two sides traded attacks overnight. Chip stocks slide as China reportedly considers limiting foreign access to its top AI models and DeepSeek pursues its own chip. And FOMC minutes due later in the day arrive against a backdrop of higher bond yields. Lees meer
Today’s recommended read: Oil refiners' Hormuz windfall may prove short-lived, Ron Bousso
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Samsung's AI problem
7 juli 2026 · 9 min
Samsung posted a 19-fold jump in quarterly revenue overnight, but shares fell 10% as investors weigh whether the AI trade is shifting from scarcity to abundance. U.S. services activity cooled slightly but remained in expansion territory. And U.S. President Donald Trump travels to Ankara for a NATO summit, where European defense spending pledges and the U.S. troop presence in Europe are expected to be in focus. Lees meer
Today’s recommended read: OPEC is likely loser in Gulf’s post-war race for market share, Ron Bousso
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Glut feeling
6 juli 2026 · 11 min
OPEC+ approves another production quota increase of 188,000 barrels per day, adding to market bets on a supply glut. Chip stocks are also in focus, with Samsung set to report blockbuster earnings and SK Hynix launching its Nasdaq listing. And the NATO summit puts Ukraine back in the spotlight. Lees meer
Today’s recommended read: OPEC+ to boost crude output, but can it deliver and who will buy?, Clyde Russell
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Soft jobs, hard choices
3 juli 2026 · 9 min
The U.S. economy added just 57,000 jobs in June, well below the 110,000 forecast in a Reuters poll, taking pressure off the Fed and pushing the dollar lower. Meanwhile, chip stocks sell off as investors rotate out of AI, and Asian factory activity expands, giving global stocks their best week since May. Lees meer
Today’s recommended read: LME metals whipsawed by war and peace in first half of 2026, Andy Home
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Hire expectations
2 juli 2026 · 8 min
Meta surges 10% after reports the company is building out a cloud business and looking to monetize excess AI computing capacity. June payrolls land a day early, with the Fed's next move riding on the numbers. And the Financial Times reports OpenAI is proposing to hand the U.S. government a 5% stake ahead of a planned IPO. Lees meer
Today’s recommended read: Wall Street's aging bull meets an 'everlasting' US expansion, Mike Dolan
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New quarter, old pressures
1 juli 2026 · 9 min
Fed chair Kevin Warsh speaks at the ECB's Sintra conference as markets hunt for fresh policy signals and Treasury yields climb. A surprise jump in U.S. job openings for a second straight month pushes the odds of a July Fed hike to one in three, with payrolls due Thursday. And the yen hits a 40-year low against the dollar, with Japanese authorities still holding back on intervention. Lees meer
Today’s recommended read: Youth, task forces and AI debt - notes from the week, Mike Dolan
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Special Edition: Morning Bid halftime show
30 juni 2026 · 12 min
In a special midyear edition of Morning Bid, Mike Dolan is joined by Jamie McGeever to look back on a wild first half of 2026, with record highs for the S&P 500 and Dow, the best quarter ever for U.S. chip stocks, and the worst month on record for the Magnificent Seven. Plus, a look ahead to midterm elections, a deeply divided Fed outlook, and what a Supreme Court ruling on Lisa Cook means for the central bank. Lees meer
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Halfway there
29 juni 2026 · 9 min
Markets reach the halfway point of 2026 with a packed and shortened week, with the June payrolls report moved to Thursday ahead of the July 4 holiday. Chip stocks are sitting on their best quarter on record, but profit-taking, a possible OpenAI IPO delay, and a fresh warning from the Bank for International Settlements about the durability of the AI boom are giving investors pause. Oil markets shrug off a weekend U.S.-Iran exchange after both sides agree to resume talks, and Andy Burnham prepares to make his first major economic address as the UK's widely presumed prime minister-in-waiting. Lees meer
Today’s recommended read: Hormuz oil exodus sets stage for chaotic rebalancing act, Ron Bousso
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Apple turnover
26 juni 2026 · 9 min
Apple announces price hikes on iPads and MacBooks, blaming surging memory chip costs, sending its stock down six percent. Reports that OpenAI may delay its IPO to 2027 add to nerves around the AI trade. A vessel strike in the Strait of Hormuz briefly rattles oil markets before prices resume their slide. And JPMorgan's Jamie Dimon is reported to be staying on for another three years. Lees meer
Today’s recommended listen: Reuters Econ World - Fed talk
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Memory serves
25 juni 2026 · 10 min
Micron, one of the world's leading memory stocks, reports earnings roughly $5 billion above expectations and outlines $22 billion in customer commitments, reigniting the chip stock rally worldwide. Meanwhile, crude oil completes a dramatic round trip to pre-Iran-war levels, but two-year Treasury yields remain about 75 basis points higher than before the conflict began, suggesting the Fed's inflation challenge runs deeper than energy prices alone. Lees meer
Today’s recommended read: Iran peace deal no silver bullet for Fed's inflation dilemma, Mike Dolan
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Abandon chip?
24 juni 2026 · 10 min
A dramatic selloff in chip stocks has Wall Street asking whether the AI boom is hitting a wall. With rising bets on Fed rate hikes despite Chair Kevin Warsh ditching forward guidance, investors are bracing for more volatility. Lees meer
Today’s recommended read: Fed's bubble blind spot is cause for anxiety, Mike Dolan
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Keep Calm and Carry On
23 juni 2026 · 10 min
On the 10th anniversary of the Brexit vote, UK gilt markets are calm in the face of Keir Starmer's resignation, a signal investors are taking the UK's seventh prime minister in a decade largely in stride - for now. Meanwhile, the threat of a US rate hike hit the biggest tech stocks on Wall Street, including new IPO darling SpaceX. The sell-off was far reaching - Japan's yen hovers near a 40-year low. Lees meer
Today’s recommended read: Revolving-door UK leadership leaves no room for remedy, Mike Dolan
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Hot under the collar
22 juni 2026 · 8 min
A 60-day ceasefire framework between the U.S. and Iran gives oil markets some relief, though traffic through the Strait of Hormuz remains at roughly a quarter of pre-war levels. As investors continue to measure the heat in the Middle East, over in the UK the resignation of Keir Starmer has been met with a cool reception. Many are waiting to see the details of transition. Meanwhile, the severity of El Niño is raising fresh concerns about food prices and inflation expectations. Lees meer
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Today’s recommended read: Iran war triggers global race to build oil reserves, Ron Bousso
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Tell it to me Strait
19 juni 2026 · 10 min
Doubts emerge over the U.S.-Iran ceasefire framework after a last-minute cancellation of talks leaves oil traders on edge ahead of a long weekend. With U.S. and much of Asian markets closed for holidays, thin liquidity is amplifying price swings. The yen and SpaceX shares are also in focus. Lees meer
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Warsh and Peace
18 juni 2026 · 12 min
New Fed Chair Kevin Warsh makes his debut with a hawkish hold and a notably short statement, wrong-footing markets that had hoped for a softer tone. Meanwhile, details of the U.S.-Iran deal suggest Iran may have come away with more leverage than expected, even as crude prices fall on Hormuz optimism. And a Manchester by-election could determine who becomes Britain's next prime minister. Lees meer
Today’s recommended read: Gulf exporters' quest to bypass Hormuz will reshape the region, Ron Bousso
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Warsh's World
17 juni 2026 · 8 min
It's Fed day, and Kevin Warsh's first meeting as chair, with markets watching for signals on the path ahead. Oil slides below $80 a barrel as details of the U.S.-Iran memorandum of understanding emerge, while SpaceX briefly overtakes Microsoft in market value following its recent IPO. Lees meer
Today’s recommended read: Is the Iran war just an energy shock - or a turning point?, Clyde Russell
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Yen for more
16 juni 2026 · 7 min
The Bank of Japan delivers a widely expected 25-basis-point rate hike, its highest level since 1995, yet the yen fails to rally and traders keep piling on bearish bets. Plus, Nvidia taps the bond market for the first time in five years, and SpaceX shares keep surging after last week's blockbuster IPO. Lees meer
Today’s recommended read: Oil markets bet Trump would chicken out on Iran. They won, Ron Bousso
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Special Edition: Iran deal
15 juni 2026 · 7 min
A U.S.-Iran peace framework sends oil down around 4% and lifts equity futures, but analysts caution that physical supply disruptions, insurance costs, and unresolved leverage questions mean relief for energy markets could be slow to materialize. The deal lands just as central banks in Washington, Tokyo, and London prepare for a busy week of rate decisions. Lees meer
Today’s recommended read: Fragile Iran deal offers oil relief, but Hormuz risks remain, Ron Bousso
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SpaceX’s launch day
12 juni 2026 · 7 min
SpaceX makes its stock market debut after raising $75 billion in the world’s biggest IPO. Friday’s trading will be a key test for the rocket maker and Wall Street. With Anthropic, OpenAI, Alphabet and Meta all eyeing fresh capital raises, the question is whether there is enough demand to cover the supply. Lees meer
Today’s recommended read: Red-hot SpaceX IPO may burn retail buyers, Jamie McGeever
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Hike and seek
11 juni 2026 · 8 min
The ECB is widely expected to raise rates on Thursday with two more are already priced in for the year. Meanwhile, a fragile calm returns after U.S.-Iran military exchanges shook markets overnight, and Oracle falls 10% after results highlight a heavy debt load. Lees meer
Today’s recommended read: 'Global euro' needs more joint debt to pass muster, Mike Dolan
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Oil pump and circumstance
10 juni 2026 · 16 min
Oil rebounds as U.S. and Iran trade fresh strikes. Wall Street braces for a inflation report expected to push the headline rate above 4%. And the SpaceX IPO, a 10-year Treasury auction, and a likely ECB rate hike round out a packed week. Lees meer
Today’s recommended read: Stock-pay boom amplifies US economic drumbeat, Mike Dolan
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Chip happens
9 juni 2026 · 15 min
Dip buyers pile back into chip stocks. China's May exports beat forecasts, fueled by a jump in memory chip prices - raising fresh inflation concerns for the Fed. Plus, OpenAI files confidentially for an IPO targeting a $1 trillion valuation, the third of the mega IPOs expected this summer. Lees meer
Today’s recommended read: Will AI become a public utility?, Mike Dolan
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Week Ahead: SpaceX odyssey
8 juni 2026 · 17 min
The SpaceX IPO - reported to be more than twice oversubscribed - arrives against a turbulent backdrop, with the chip sector posting its worst single-day drop of the year on Friday. A blowout May payrolls report has markets pricing in nearly two Fed rate hikes within 12 months, defying President Trump's calls for lower rates. And oil surges more than 4% after Israel and Iran trade missile strikes, adding fresh heat to the inflation outlook. Lees meer
Today’s recommended site: Reuters Open Interest
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No hire, no fire?
5 juni 2026 · 9 min
The U.S. jobs report is expected to show 85,000 positions added in May and unemployment holding at 4.3%, as economists describe the labor market as a "low hire, low fire stalemate." Meanwhile, Broadcom's AI chip miss sends South Korean stocks toward their worst week since March and Blackstone caps withdrawals from its flagship private credit fund after redemptions top $4.5 billion.
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