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Every morning
Weekly
Tuesday recap
The interview with US Central Command spokesperson Capt. Tim Hawkins focused on the recent deployment of a second US aircraft carrier to the Middle East, underscoring rising tensions with Iran. Hawkins confirmed the arrival of the USS Gerald Ford in Suez Bay, joining the USS Abraham Lincoln already operating in the Arabian Sea, as part of a broader force buildup aimed at safeguarding American troops and allies. He highlighted concrete actions: the US shot down an Iranian drone that approached the Lincoln, and the Navy is prepared to counter missile threats, including reports that Iran has signed a secret €500 million arms deal with Russia for advanced shoulder‑launched missiles. Hawkins also stressed that US forces are increasing strike tempo against ISIS, consolidating Syrian bases, and transferring over 5,700 high‑risk detainees to Iraqi custody. “Protect our forces, protect our interests,” Hawkins said, adding that the US will not disclose specific response plans but will continue to work with regional partners. He dismissed claims that 80 % of ISIS detainees escaped from a Kurdish‑run camp as inaccurate, emphasizing successful detainee transfers and ongoing coalition pressure. The deployment signals a clear US deterrence posture amid Tehran’s growing missile capabilities and deepening ties with Russia and China. It also reflects a shift toward a leaner footprint in Syria while maintaining relentless pressure on ISIS, suggesting that future US‑Iran confrontations will be managed through naval presence and allied coordination rather than large‑scale ground engagements.
The Bloomberg Close highlighted a broad market pullback driven primarily by a sharp sell‑off in software stocks, as investors worry that generative AI tools could render legacy suites obsolete. The Nasdaq slipped about 1.5%, gold rose on safe‑haven demand,...
The Road Center podcast episode explores the authors’ new book, *Dictating the Agenda*, which argues that authoritarian regimes have moved from merely defending their sovereignty to actively shaping the global political agenda. By tracing the post‑Cold‑War liberal surge—particularly the color‑revolution...
The Trade Guys dissect the United States’ ongoing steel and aluminum tariffs, highlighting that the 25% and 10% duties remain in place and continue to shape import pricing. They examine a Senate proposal to amend the “First Sale” rule, which...
Port of Los Angeles Executive Director Gene Seroka told CNN on Feb. 21 that a newly announced tariff ruling has left shippers and port operators in a cloud of uncertainty. He explained that the abrupt shift from a proposed 10%...
Sarat Sethi, managing partner at DCLA, warned that today’s market is a classic risk‑off day, urging investors to unload recent winners as broader uncertainty weighs on equity prices. She linked the sell‑off to lingering tariff disputes, a still‑elevated Fed rate outlook,...
The SquawkPod episode opened with a dual focus: a Supreme Court ruling that declared President Trump’s tariffs imposed under the International Emergency Economic Powers Act illegal, and a severe winter storm battering the Northeast United States. Wall Street analysts...
The half‑time report focused on the market fallout from the Supreme Court’s recent decision on the Trump‑imposed tariffs, highlighting a sharp sell‑off as investors digest the ruling and the President’s continued criticism. The Dow slipped more than 700 points, with roughly...
Andreas Steno Larsen and Mikkel Rosenvold dissect the market fallout from President Trump’s renewed tariff agenda, highlighting the Supreme Court’s recent block on EPA‑related tariffs and the legal avenues Trump might use to sidestep Congress. They assess how the 10‑15%...
The video examines how a potential U.S. military strike on Iran could reverberate through global oil markets, focusing on the risk of heightened volatility amid ongoing nuclear negotiations. Former Energy Secretary Ernest Moniz argues that, structurally, the market is currently...
The video frames sanctions as a central pillar of the West’s response to Russia’s four‑year invasion of Ukraine, describing the policy tool as a "war of attrition" between Western policymakers and Russian actors seeking to evade restrictions. While sanctions have...
The "2 P’s on a Pod" series pairs analysts Paul Hill and Paul Scott for a weekly live broadcast that answers viewer questions, reviews UK‑listed small‑cap companies, and interprets macro‑economic developments. The format blends real‑time Q&A with market commentary, delivering...
European Parliament postponed its vote on the EU‑US trade agreement after President Donald Trump announced a blanket 15% import duty on U.S. goods. The tariff follows a Supreme Court ruling that struck down his earlier global tariff regime, creating uncertainty...
Iran warned the United States that any attack would be met "ferociously" after President Donald Trump threatened limited strikes against Iranian targets. The warning coincided with fresh student protests in Tehran demanding reforms and challenging the Islamic Republic. Both nations...
The U.S. Supreme Court’s decision to strike down President Donald Trump’s authority to impose sweeping global tariffs has thrown the newly signed U.S–Taiwan trade agreement into uncertainty. The ruling follows the Court’s finding that the so‑called “Liberation Day” tariffs violated...
The episode opens with Logan Modos Shami analyzing the Supreme Court’s decision that former President Trump’s use of a national‑emergency declaration to impose tariffs was unlawful, effectively ending the “Godzilla” tariffs that have loomed over trade policy. Modos explains that the...
Ken Raiss and Michael Yardney dissect why Australia’s inflation remains stubborn despite recent easing, pointing to entrenched supply‑side constraints rather than solely government spending. They explain the Reserve Bank of Australia’s dilemma: keeping policy rates elevated to curb capacity‑driven price...
Henry Greene previews Alibaba's upcoming earnings, highlighting the company's pivot toward generative AI as a core growth engine. He notes recent Chinese regulatory reforms that could lift constraints on Alibaba's fintech and data businesses. Greene also compares Alibaba to global...
U.S. President Donald Trump announced a new worldwide 15% tariff, following a Supreme Court ruling that struck down most of his earlier tariff regime. European leaders, spearheaded by German Chancellor Friedrich Merz, are preparing a coordinated response to mitigate the...
The video examines growing European calls for stricter oversight of Palantir Technologies, the U.S. AI‑analytics firm that supplies both military and civilian data platforms. Its influence spans U.S., UK, NATO, Ukraine, Israel and UAE defence operations, as well as contracts...
A double bombing in the central Ukrainian city of Liv early Sunday night left 25 people injured and killed 23‑year‑old police officer Victoria, prompting the mayor to label the incident a terrorist act. Authorities say the explosions were caused by homemade...
Singapore’s Minister for Trade and Industry, Gan Kim Yong, addressed the looming impact of President Trump’s announced 15% across‑the‑board tariffs on Singapore. He noted that despite a robust 5% growth in 2025, exports to the United States have already slipped nearly 9%,...
The video captures a candid interview with Kyiv’s mayor, who outlines how the city endures relentless Russian strikes four years into the invasion. He details the destruction of nearly 2,000 buildings, the loss of hundreds of civilians, and the crippling...
President Donald Trump announced a new tariff increase, raising the levy on imports from most of the United States' trading partners from 10% to 15%. The move follows a U.S. Supreme Court decision that struck down large portions of his...
The video warns that repo market stress has resurfaced, tying together a sudden $30 billion surge in borrowing from the Federal Reserve’s repo facility, a historic jump in primary dealers’ Treasury holdings, and the recent turmoil at private‑credit manager Blue Owl. Since...
The video contrasts gold’s entrenched role as a neutral reserve asset with Bitcoin’s emerging function as a digital settlement rail. Gold’s millennia‑long credibility makes it the default choice for central banks, yet its physical nature renders auditing and repatriation slow...
The Supreme Court issued a 6‑3 decision striking down President Trump’s use of the AIPA law to impose tariffs, effectively nullifying the broad tariff regime introduced earlier this year. The ruling reveals that importers have paid an estimated $160 billion in...
The video paints a bleak picture of Cuba’s collapsing infrastructure, where fuel shortages have crippled jet operations, electricity grids, and even basic public services. Blackouts now blanket entire neighborhoods, cardboard boxes serve as coffins, and wheelbarrows replace hearses, underscoring a...
The Friday episode of Taking Stock wrapped up a hectic trading day with mixed index movements. The S&P 500 and Dow Jones posted modest gains, while the Russell 2000 slipped into negative territory. Investors digested a softer‑than‑expected Q4 GDP print...
The U.S. Supreme Court invalidated the tariffs President Donald Trump imposed under the International Emergency Economic Powers Act, ruling they exceeded statutory authority. The decision overturns the administration’s Section 122 tariff regime, which had already set a uniform 10 percent duty on...
The market outlook for the week of February 23 centers on President Trump’s first State of the Union of his second term, a Supreme Court ruling on tariffs, and escalating geopolitical tension with Iran. Traders will dissect any language on trade...
The video spotlights the United States’ oil blockade on Cuba, framing it as a deliberate energy siege designed to cripple the island’s economy and precipitate regime change. It argues that the embargo, now intensified under the Trump administration, constitutes...
Market participants centered on trade policy developments, assessing their impact on WTI crude oil futures and equity indexes. The Treasury’s $183 billion auction of two‑year, five‑year, and seven‑year notes added pressure on bond yields, while a busy earnings season featuring 476...
In the February 18 2026 episode of Commodity Culture, Contrarian Macro’s chief strategist David Hunter warned that the world is on the brink of a global bust worse than the Great Depression, forecasting an 80 % collapse in broad equity markets followed by...
The video examines how China and Russia perceive President Trump’s renewed interest in Greenland, framing it within the broader resurgence of great‑power competition in the Arctic. As climate change thins sea ice, new shipping lanes and untapped hydrocarbon deposits are...
Bloomberg Real Yield’s February 20 episode centered on the Supreme Court’s unexpected ruling that struck down President Trump’s global tariffs, a move that instantly lifted U.S. 10‑year Treasury yields and sparked debate over the fiscal impact of losing roughly $170 billion in...
President Donald Trump convened a press conference after the U.S. Supreme Court ruled his tariff campaign illegal. The high court found the executive‑led tariffs on Chinese goods exceeded statutory authority. The decision overturns years of trade policy that has shaped...
The interview with Michelle Schneider, chief strategist at MarketGauge, centered on whether investors should prioritize jobs data or inflation metrics as the market’s guiding compass. Schneider highlighted the surprising strength of small‑cap stocks, which are now outpacing the S&P 500,...
The Supreme Court issued a landmark ruling that invalidates the tariffs imposed by former President Donald Trump under the International Emergency Economic Powers Act (IEPA). The 170‑page opinion, released after extensive briefing, held that the executive branch lacks constitutional authority...
At the USDA Ag Outlook Forum, Undersecretary for Trade and Foreign Agricultural Affairs Luke Lindberg highlighted the event's renewed focus on international trade. He provided updates on several key trade agreements, emphasizing progress toward a prospective U.S.-India agricultural deal. Lindberg...
Japan’s prime minister, Sana Takaichi, used her first policy speech after re‑election to announce a decisive shift away from the country’s long‑standing fiscal austerity. She argued that Japan cannot sustain a future without growth and pledged to stimulate investment across...
Global markets slipped as the U.S. dollar surged to multi‑month highs and oil prices climbed on heightened geopolitical risk. Hosts Howie Lim and Hugh Chung highlighted AI‑related stock turbulence, a split among Federal Reserve officials on future rate moves, and...
Sky News was granted a rare tour of the Bank of England’s underground bullion yard, the world’s second‑largest physical gold repository, located beneath the heart of London. The network filmed the tightly‑controlled environment where more than 400,000 gold bars—valued at...
The COB Friday edition wrapped up the week’s market activity, noting a flat‑to‑slightly negative close as the ASX hovered just above the 9,000‑point mark. With one week left in the earnings season and a tail of small‑cap reports expected, host...
The video examines why equity markets remain flat even as the U.S. economy shows signs of heating up. Host Spac reviews the latest January FOMC minutes, which turned markedly hawkish, and highlights the geopolitical flashpoint in Iran that has pushed...
The Close highlighted a sharp equity sell‑off on Feb 19, 2026 as Brent crude surged to its highest level since July amid escalating U.S.–Iran tensions. The S&P 500 slipped about 0.6% and the Nasdaq 100 fell roughly 0.7%, while the VIX nudged back...
U.S. equity index futures hovered near flat for the year as financial stocks lagged amid rising U.S.-Iran tensions that pushed crude prices higher. Intraday moves saw the Dow down roughly 400 points at its low, the S&P off about 40...
The Market on Close wrap‑up highlighted a modest narrowing of the U.S. trade deficit to $91.5 billion for 2025, offset by a 6.2% rise in exports and a larger surge in imports that pushed the goods deficit to a record $1.24 trillion....
U.S. trade data released this week showed the annual deficit expanding to $901 billion, the widest gap since the early 1960s. After a brief narrowing in the first half of last year, imports surged in the second half, pushing the balance...
Bloomberg Businessweek Daily highlighted two contrasting stories on Thursday, February 19: Figma’s AI‑driven growth trajectory and Blue Owl Capital’s liquidity curtailment in a private‑credit fund. The market backdrop featured modest equity declines, a VIX edging toward 21, and oil prices...
