American Friction
The episode examines the fallout from escalating tariff disputes between the United States and Europe, which have prompted investors to sell U.S. assets and trigger a sell‑off in global markets. It highlights Japan’s bond market stress as yields climb to multi‑year highs, reflecting broader risk aversion. The host also previews Netflix’s upcoming earnings, noting that the results could swing tech sector sentiment either way. Throughout, Mike Dolan offers market‑focused analysis and links to related commentary on oil industry politics and open‑interest trends.
Powell’s Fed Up
The episode reviews Jerome Powell’s remarks that a potential criminal indictment against him must be viewed against the backdrop of broader political pressures from the administration. It also analyzes December’s U.S. jobs data, which showed a slowdown in hiring while...