Alle afleveringen
282 afleveringen, van nieuw naar oud
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Broadcom stumbles
4 juni 2026 · 15 min
Broadcom's rare earnings miss sends shares down more than 10% after hours, rattling a chip sector priced for perfection. Strong U.S. jobs and activity data push markets to price in nearly a 50% chance of a Fed rate hike as soon as October, while the yen slides to its weakest against the dollar since July 2024. Lees meer
Today’s recommended read: First goes the Fed dot, then guidance - and then a hike?, Mike Dolan
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Quantum leap
3 juni 2026 · 15 min
Microsoft says its new quantum computing chip is a thousand times more powerful than its predecessor and that a commercially viable machine could arrive by 2029 - claims scientists are calling wildly optimistic. Meanwhile, fighting resumes in the Gulf despite a technical ceasefire, alarming energy markets. And U.S. job openings surge well beyond expectations in April. Lees meer
Today’s recommended read: Wild stock moves beneath an eerily calm surface, Mike Dolan
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IPO, therefore I am
2 juni 2026 · 15 min
Anthropic's confidential IPO filing sets off a frenzy of new listings, but Alphabet's plan to raise $80 billion in equity takes some of the shine off the excitement. Meanwhile, oil prices swing nearly five percent before retreating after Trump signals U.S.-Iran talks may still produce a deal, and U.S. factory activity hits a four-year high - raising fresh questions about inflation. Lees meer
Today’s recommended read: AI frenzy stokes inflation heat too, Mike Dolan
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Chips with everything
1 juni 2026 · 11 min
NVIDIA unveils an AI chip for personal computers as Jensen Huang takes the stage in Taipei. Samsung adds another 10% and South Korean exports post their fastest growth since 1984. Meanwhile, U.S.-Iran missile strikes resume and a hoped-for ceasefire memorandum shows no sign of progress. Lees meer
Today’s recommended read: US gasoline market set for fresh test after near-record stock draws, Gavin Maguire
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Week Ahead: Summertime and the living isn't easy for the Fed
31 mei 2026 · 9 min
Kevin Warsh chairs his first Fed meeting in June, but Jerome Powell may still make his presence felt. His board seat runs to early 2028, making him a potential swing vote. Meanwhile, questions are growing over whether Warsh will move to scrap the dot plot and reduce the Fed's balance sheet. A move analysts warn could add volatility and a risk premium at a time when borrowing costs are already high. Lees meer
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Week in Review: Hot inflation, trillion-dollar chips, and Blue Origin
30 mei 2026 · 7 min
This week, U.S. inflation hits a three-year high. Fed officials warn that AI - meant to ease inflation - might actually be making it worse. Plus, Micron and SK Hynix cross trillion-dollar valuations for the first time and a rocket built by the Jeff Bezos-owned space company Blue Origin blows up on the launchpad. Lees meer
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Markets bet on an Iran deal
29 mei 2026 · 8 min
Markets are pricing in a U.S.-Iran deal, but U.S. President Donald Trump is yet to approve it and Iran saysit has not been finalized. Meanwhile, the Fed's inflation gauge just hit a three-year high,leaving the Fed running out of reasons not to hike. Plus, Anthropic's valuation just overtook OpenAI - funded in part by the very chipmakers it needs to build its models. Lees meer
Today’s recommended read: What if the AI boom goes into reverse?, Joachim Klement
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Three months and counting
28 mei 2026 · 11 min
Three months into the Gulf war, renewed U.S.-Iran military exchanges have sent oil back to around $100 a barrel, dashing hopes of an imminent peace deal. April PCE inflation is forecast near 3.8% - almost twice the Fed's target - with May nowcasts already above 4%. Plus, U.S. President Dondald Trump's softer tone on rate cuts is raising fresh questions about whether his administration's weaker-dollar ambitions are also being quietly shelved. Lees meer
Today’s recommended read: Trump Fed pivot raises dollar-policy doubts too, Mike Dolan
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Trillion-dollar club
27 mei 2026 · 10 min
As Micron Technology and SK Hynix join the trillion-dollar club, Samsung is sharing the wealth - striking a deal to pay some memory chip workers bonuses of over $400,000. But as long-term U.S. borrowing costs climb, analysts warn that rising bond yields could start to weigh on equity markets. Lees meer
Today’s recommended read: US bonds about to bite stocks, Mike Dolan
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From deal hopes to fresh strikes
26 mei 2026 · 8 min
Weekend hopes for a U.S.-Iran breakthrough fade after fresh American strikes on southern Iran, though markets are treating the move as a possible push toward agreement rather than escalation. Oil is up around 2% Tuesday, reversing only part of Monday's losses. Plus, fresh U.S. consumer confidence data is out today - with high fuel prices expected to have hit hard. Lees meer
Today’s recommended read: China's weak steel output, strong iron ore imports show structural shift, Clyde Russell
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Week Ahead: Inflation's summer test
24 mei 2026 · 9 min
As Memorial Day marks the unofficial start of summer, energy markets face a potential crunch point in June if the Strait of Hormuz blockage remains unresolved and fuel inventories keep falling. Meanwhile, U.S. PCE inflation data due this week is expected to show headline inflation moving above the Fed's current policy rate. Lees meer
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Week in Review: SpaceX shoots for the stars
23 mei 2026 · 7 min
Nvidia announced an $80 billion stock buyback and forecast a trillion dollars in AI chip sales — and markets shrugged. SpaceX filed for what could be the biggest IPO in history, promising Mars colonies and orbital data centers. Plus, bond markets finally price in the Iran war's inflation hit, with one analyst telling Reuters that U.S. Treasury yields now feel "unanchored." Lees meer
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NACHO time just yet
22 mei 2026 · 7 min
*This episode was updated to remove incorrect normal Strait of Hormuz traffic figures* Lees meer
Oil traders are pushing back against the NACHO trade - "Not Any Chance Hormuz Opens" - sending Brent crude down around 6% on the week as positive signals emerge from U.S.-Iran talks. But differences over Iran’s uranium stockpiles and a toll on the Strait of Hormuz as well as President Trump's threat to resume bombing hangs over negotiations. Plus, Kevin Warsh is officially sworn in as Federal Reserve chair at the White House today.
Today’s recommended read: Can Wall Street boom soothe workers' pain?, Jamie McGeever
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Nvidia's big beat falls flat
21 mei 2026 · 9 min
Nvidia nearly doubled its earnings, forecast $91 billion in revenue above consensus, raised its dividend and announced an $80 billion buyback - and its shares still fell about 1%. SpaceX filed for its IPO with OpenAI is reportedly next. Plus, Reuters/Ipsos polling finds Republican voters evenly split on Trump's cost-of-living record, a notable marker heading into the midterms. Lees meer
Today’s recommended read: 'True cost of living' could be Trump's biggest headache, Mike Dolan
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Nvidia's moment of truth
20 mei 2026 · 10 min
Nvidia's blockbuster earnings are widely anticipated, but with the stock already up around 20% this year and the bar set sky-high, markets are bracing for volatility either way. All of this plays out against a backdrop of U.S. inflation potentially heading above 4%, rising bond yields, and a looming potential strike at Samsung that raises fresh questions about labor's place in the AI economy. Lees meer
Today’s recommended read: Bond yields may finally be baking in an AI world, Mike Dolan
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The name's bond
19 mei 2026 · 9 min
The 30-year U.S. Treasury bond yield remains above 5% even after President Trump says he called off planned strikes on Iran, with a Bank of America survey showing most fund managers expect it to climb toward 6%. NextEra's $67 billion bid for Dominion would create the third-largest U.S. energy company. And UK gilt yields edge lower after Labour leadership contender Andy Burnham signals he would stick with the government's existing fiscal rules. Lees meer
Today’s recommended read: Warsh's arrival leaves long bonds without a safety net, Mike Dolan
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Yield pain, no gain
18 mei 2026 · 9 min
U.S. 30-year Treasury yields reach levels last seen before the 2008 financial crisis, rattling bond markets across the globe. Oil above $110 and sticky inflation add to the pressure as G7 finance chiefs meet in Paris, and markets await Nvidia earnings for the latest read on the AI spending surge. Lees meer
Today’s recommended read: Opaque oil deals around Hormuz test the petrodollar, Ron Bousso
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Week Ahead: Nvidia’s moment
17 mei 2026 · 9 min
Nvidia's earnings this week are expected to confirm the AI boom's momentum, but questions linger over whether hyperscalers can sustain their massive capital spending. Meanwhile, U.S. mortgage rates near 6.5% and 30-year Treasury yields topping 5% for the first time since 2007 are raising alarms that the rates market is flashing warnings that stock markets appear to be ignoring.
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Week in Review: Beijing summit, price shocks and UK political jitters
16 mei 2026 · 7 min
U.S. President Donald Trump and Chinese President Xi Jinping met in Beijing, but markets had little to take away, with no breakthrough on the Strait of Hormuz. Meanwhile, U.S. inflation hit its highest levels since 2022 and 2023, complicating the path for incoming Fed Chair Kevin Warsh, and UK gilts came under pressure as a leadership challenge to Prime Minister Keir Starmer rattled sterling. Lees meer
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Strait talk, little action
15 mei 2026 · 7 min
U.S. President Donald Trump flies home from Beijing after a two-day summit that delivered scant details on trade and no breakthrough on the Strait of Hormuz. Fed chair Jerome Powell's eight-year tenure ends today as Kevin Warsh inherits a divided committee. And UK Prime Minister Keir Starmer faces a mounting leadership challenge as Manchester Mayor Andy Burnham moves closer to a leadership run.
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Trump and Xi talk - markets wait
14 mei 2026 · 9 min
Day one of U.S. President Donald Trump's Beijing summit with Chinese President Xi Jinping produced more than two hours of talks and a roster of top CEOs, but no concrete trade or policy announcements. Meanwhile, U.S. producer prices post their steepest monthly rise in four years, 30-year Treasury yields topped 5% for the first time since 2007. And, Kevin Warsh was confirmed as Fed chair just as markets began pricing in rate hikes. Lees meer
Today’s recommended read: Fed may have to hike to defend its credibility, Mike Dolan
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The 4% problem
13 mei 2026 · 7 min
U.S. April inflation lands at 3.8% and May is forecast to top 4% - twice the Fed's target - as the Iran fuel shock continues to ripple through prices. Futures markets now put an 80% chance on the Fed raising rates within twelve months. Meanwhile, U.S. President Donald Trump heads to Beijing with a delegation of top CEOs for a summit with Chinese President Xi Jinping. Plus, UK Prime Minister Keir Starmer faces a rebellion inside his own Labour Party as thirty-year gilt yields hit their highest since the 1990s. Lees meer
Today’s recommended read: G7 long bond stress intensifies, Mike Dolan
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Warshed and ready
12 mei 2026 · 8 min
Kevin Warsh is set to be cleared to take over the Federal Reserve just as a U.S. inflation reading is forecast to show headline CPI at its highest in about three years. Markets are already rattled after President Trump declared the Iran ceasefire "on life support," sending crude above $105 a barrel, while UK gilt yields hit their highest since 1998 as cabinet members reportedly turn against Prime Minister Keir Starmer. Lees meer
Today’s recommended read: Warsh's red lines worry world finance by Mike Dolan
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Xi marks the spot
11 mei 2026 · 8 min
Chinese stocks hit 11-year highs and the yuan reaches a three-year peak against the dollar ahead of a Trump-Xi summit later this week, with above-forecast export growth and China's highest producer price inflation in more than three years potentially strengthening Beijing's hand at the table. Oil climbs back above $104 a barrel after Trump called Iran's response to U.S. peace proposals "totally unacceptable." Lees meer
Today’s recommended read: Hormuz closure extends well beyond oil to threaten Chinese EVs, Clyde Russell
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Week ahead: Yuan to watch
10 mei 2026 · 7 min
Presidents Trump and Xi are set to meet in Beijing with a packed agenda: the Iran war and its energy implications, trade and tariffs, and a deepening tech rivalry that includes a reported Beijing order for Meta to unwind its investment in Chinese AI startup Manas. Meanwhile, the offshore yuan has hit its highest level in three years ahead of the summit, fueling speculation about exchange rate discussions. Lees meer
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Week in review: Big oil bets, jobs and tariffs
9 mei 2026 · 9 min
Amanda Cooper and Peter Devlin discuss the week that was, including Reuters revelation that a total of $7 billion oil price bets ahead the Iran war news. Hear how US jobs numbers beat expectations beat for a second straight month and what another court ruling on tariffs could mean to the global economy. Lees meer
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Unstoppable stock rally?
8 mei 2026 · 9 min
Stocks are still defying gravity, even as Gulf tensions flare and President Trump's tariffs face another legal setback. With U.S. jobs numbers due later today, investors are about to find out how much good news is already priced in. Lees meer
Today’s recommended read: Shrinking US fuel stocks leave Trump exposed, Ron Bousso
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Chip stock boom
7 mei 2026 · 8 min
Asian markets return from Golden Week to a tech-driven rally, with Japan's Nikkei surging 6% and SoftBank jumping nearly 20%. Meanwhile, Tehran mulls a one-page U.S. proposal to end the Iran war, and U.S. labor market data shows hiring holding up despite the oil shock. Lees meer
Today’s recommended read: Trapdoor creaks for dollar if Iran war ends, Mike Dolan
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Iran's 'Trump' card
6 mei 2026 · 8 min
Oil falls and stocks hit another record high after the Trump administration suspends "Project Freedom," citing progress in Iran negotiations. AMD surges 16% and Samsung jumps more than 10% on roaring chip demand tied to the AI build-out. And long-dated government bond yields climb to multi-decade highs in the U.S. and UK. Lees meer
Today’s recommended read: US long bonds over 5% - buy or beware?, Mike Dolan
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What is the NACHO trade?
5 mei 2026 · 8 min
Oil holds above $110 a barrel as fighting in the Gulf intensifies, with Iranian forces striking a UAE oil installation and small boats exchanging fire with U.S. forces near the Strait of Hormuz. Meanwhile, a sharp upgrade to U.S. earnings forecasts and soaring AI spending projections keep equity investors from heading for the exits. Lees meer
Today’s recommended read: Forget 3% US inflation. It's heading for 4%, Jamie McGeever
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The week ahead: Fed fight
3 mei 2026 · 8 min
Kevin Warsh steps into the Fed chair role this week with three regional Fed presidents calling for the removal of any easing bias and Jerome Powell staying on the board until 2028 — leaving no immediate new vacancy for the White House to fill. Plus, Friday's payrolls report will be the week's key test of whether the employment side of the economy remains as resilient as it has been since the Iran conflict began. Lees meer
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Week in Review: OPEC minus one
2 mei 2026 · 8 min
The UAE announced it is pulling out of OPEC, a move that analysts say could complicate the group's ability to manage production quotas. The Fed held rates but recorded its biggest board dissent since 1992, with Powell announcing he'll stay on as governor and warning against what he called a "battering" of Fed independence. The Bank of England and ECB signaled they could hike as soon as June, though bond yields fell as markets scaled back their most aggressive rate expectations. And Tech earnings powered Wall Street to its best month since 2020, with the four largest tech companies committing more than $700 billion to AI infrastructure.
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Yen jolt
1 mei 2026 · 9 min
With Japanese markets on holiday and liquidity thin, the yen jumps sharply on what sources suggest may be a second round of official buying. Central banks in Europe lean hawkish despite stagflation concerns, while Apple's earnings beat is tempered by Tim Cook's warning that iPhone prices could rise due to chip shortages. Lees meer
Today’s recommended read: The UAE dumping OPEC may not affect crude as anticipated, by Clyde Russell
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Powell era ends, hawks rise
30 april 2026 · 8 min
U.S. President Donald Trump suggested the Iran blockade could last months, sending Brent crude to its highest level since the war began and feeding U.S. inflation expectations. Jerome Powell confirmed he will remain on the Federal Reserve board after his term as chair ends May 15, a move that blocks Trump from immediately filling his seat. Plus, Meta slid around 7% on rising CapEx concerns, while Alphabet surged roughly 7% on the strength of its cloud business. Lees meer
Today’s recommended read: Iran war stasis brings US inflation expectations back to the boil, Mike Dolan
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OPEC fractures
29 april 2026 · 8 min
OPEC loses its fourth-biggest producer. Jerome Powell prepares to chair what is almost certainly his final Federal Reserve policy meeting with inflation ticking back up. And a quiet Wall Street Journal report about OpenAI missing targets is rattling the entire AI trade - right before Amazon, Apple, Microsoft, and Meta report after the bell. Lees meer
Today’s recommended read: Transatlantic rate convergence may be a mirage, Mike Dolan
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Yen and bear it
28 april 2026 · 8 min
A rare split vote at the BOJ sharpens the debate over Japan’s next rate move, even as the yen struggles to rally. Oil holds above $100 with the Iran conflict frozen, while tech stocks power ahead into a pivotal earnings week. Lees meer
Today’s recommended read: 'See through' Iran war? Markets exploit permacrisis instead, Mike Dolan
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The Powell hour
27 april 2026 · 8 min
Federal Reserve Chair Jerome Powell heads into what could be his last meeting as Fed chair as oil tops $100 and Wall Street seems unfazed by geopolitical tension. AI‑linked stocks lead global markets higher ahead of a big week for tech earnings. Lees meer
Today’s recommended read: Iran war hands OPEC's swing producer crown to America, Ron Bousso
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Week Ahead: The Fed is watching inflation
26 april 2026 · 9 min
Central banks take the spotlight this week, with U.S. inflation data set to test expectations for rate cuts. Plus a look ahead to key mega‑cap earnings. Lees meer
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Week in Review: Talking about Kevin
25 april 2026 · 7 min
Kevin Warsh’s confirmation hearings put a spotlight on the future of the Fed. SpaceX’s IPO filing shows Elon Musk retaining control of the rocket maker. Plus, DeepSeek’s latest model shows China’s growing self-sufficiency in AI. Lees meer
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Stocks over shocks
24 april 2026 · 7 min
Oil prices climb again after U.S. President Donald Trump warns Iran over the Strait of Hormuz. But stocks keep rallying, helped by upbeat AI earnings from Intel. Lees meer
Today’s recommended read: Japan fiscal experiment is lab test for Treasuries, Mike Dolan
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Tech, against the odds
23 april 2026 · 7 min
Oil prices are climbing and geopolitics are getting worse, but markets keep clinging to tech. Tesla’s shares pop on positive cash flow, then slip on higher spending plans, raising the question of how long tech optimism can outweigh rising energy costs and global risk. Lees meer
Today’s recommended read: A Warsh-led Fed's 2% inflation goal might be a different 2%, by Mike Dolan
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Oil shrugs
22 april 2026 · 7 min
Oil traders shrug at U.S. President Donald Trump's Iran ceasefire extension. Tesla kicks off a crucial earnings week. Plus, Kevin Warsh signals a future where Fed independence comes with real trade-offs. Lees meer
Today’s recommended read: Warsh's impossible mission - Tame inflation and please Trump, Mike Dolan
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Another bite at the Apple
21 april 2026 · 8 min
Markets shrug off Middle East tensions as tech stocks ride the AI wave. Fed chair nominee Kevin Warsh faces Congress. Apple investors stay calm as Tim Cook steps aside, handing the helm to longtime hardware chief John Ternus. Lees meer
Today’s recommended read: Can Europe take advantage of its savings buffer over US? by Mike Dolan
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Strait talk
20 april 2026 · 8 min
Shifting signals around shipping through the Strait of Hormuz send oil prices swinging again, keeping energy markets on edge. U.S. equities stay driven by tech momentum, while UK assets watch renewed political strain. Lees meer
Today’s recommended read: Is it time to abandon hope the Strait of Hormuz will open soon?, Clyde Russell
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Week Ahead: Back to business
19 april 2026 · 8 min
As Wall Street regains lost ground, a political fight over the Federal Reserve threatens to unsettle what comes next. Lees meer
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Week in Review: Strait expectations
18 april 2026 · 7 min
Oil slides as Iran signals shipping access through the Strait of Hormuz, U.S. banks post solid earnings and China beats growth forecasts. Lees meer
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Markets fly high, airlines not so much
17 april 2026 · 7 min
Stocks are rallying on hopes of an end to the Iran war but European airlines are cancelling flights as the energy crunch deepens. Plus, Netflix founder Reed Hastings is stepping down. Lees meer
Today’s recommended read: China is coming back – and the timing couldn’t be better, by Stephen Jen
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China's surprise
16 april 2026 · 8 min
China’s economy beats expectations and TSMC delivers another blockbuster quarter. Plus, attention swings back to Washington, where President Donald Trump renews his feud with Fed Chair Jerome Powell, just as his nominee for chair, Kevin Warsh, prepares to face Congress next week. Lees meer
Today’s recommended read: In the world of war and rivalry, tech is the victor, by Mike Dolan
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Wall Street bets the war is over
15 april 2026 · 8 min
The U.S. blockade on Iranian portsis still in force, but the S&P 500 is back flirting with record highs. Plus, Fed chair nominee Kevin Warsh heads to Congress next week — with just a month to get confirmed before Jerome Powell steps down. Lees meer
Today’s recommended read: Back to square one? Markets bet Iran war is over, by Mike Dolan
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Markets tune out the noise
14 april 2026 · 8 min
Wall Street rebounds to pre-war levels as markets shift focus to earnings. Goldman Sachs delivers standout results, though its stock slips. Meanwhile, the IMF prepares fresh economic forecasts as oil shocks and slowing trade complicate the global outlook. Lees meer
Today’s recommended read: Orban's fall clears another roadblock for European markets by Mike Dolan
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