Blog•Jan 21, 2026
Stale Data Watch: Construction Spending for October — More “Green Shoots”?
Construction spending for October rose modestly, with total nominal spending up 0.5% and residential construction up 1.3%. After adjusting for a 0.2% decline in material prices, real overall spending increased 0.7% and residential spending 1.5%, pushing both series close to ten‑month nominal highs and a nine‑month real high for residential work. The data, though stale, adds to a thin set of indicators suggesting the emergence of “green shoots” in the housing market following three‑year low mortgage rates.
By The Bonddad Blog
Blog•Jan 21, 2026
Top Picks Update
In this early‑year episode, the host highlights a rapid shift in the housing market from tentative optimism to policy‑driven momentum, noting that mortgage rates are a key driver. The standout financial pick for 2026, Rocket Companies (RKT), has surged nearly...
By The Market Strategist
Blog•Jan 20, 2026
How Your Brain’s “Break-Even” Bias Creates Mispricings
In this episode, Larry Swedroe discusses a new study by Jihoon Goh, Suk‑Joon Byun, and Donghoon Kim that uncovers how the “salience effect”—investors’ attraction to stocks with dramatic past moves—interacts with the “break‑even bias,” a tendency to take riskier bets...
By Larry Swedroe on Substack
Podcast•Jan 20, 2026•0 min
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller argues that geopolitical shocks—specifically the emerging US‑Greenland trade dispute and looming Supreme Court decision on emergency tariffs—are unlikely to derail the long‑term bullish market trend. He emphasizes that markets function as unbiased discount...
By The Market Strategist
Podcast•Jan 20, 2026•6 min
Fed Independence Goes Before the Supreme Court
The episode examines the Supreme Court case questioning whether a president can fire a sitting Federal Reserve governor, focusing on President Donald Trump's attempt to remove Governor Lisa Cook. Experts discuss the legal precedent of presidential authority over other federal...
By Marketplace Morning Report
Podcast•Jan 20, 2026•7 min
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...
By Reuters Morning Bid
Blog•Jan 20, 2026
Assisted Thinking
The episode “Assisted Thinking” dissects the stark contrast between China’s massive reliance on coal—accounting for 58% of its primary energy in 2024—and the Western media narrative that paints Beijing as a climate leader. By examining data from the Statistical Review...
By Doomberg
Blog•Jan 20, 2026
Annual Review of EU’s Gas Market in 2025 and the Outlook for 2026
The episode reviews the EU gas market in 2025, noting a modest 1.2% demand rebound after two years of decline and a sharp increase in LNG imports that offset a 15 bcm loss of Russian pipeline gas following the end of...
By Anas Alhajji (Energy Outlook Advisors)
Blog•Jan 20, 2026
Discounting the Chaos
The episode “Discounting the Chaos” examines how, despite a torrent of geopolitical turmoil—from Venezuela’s leadership shake‑up to potential conflicts involving Iran and Greenland—the stock market remains a reliable, fundamentals‑driven gauge of future economic conditions. Recent data suggest the U.S. economy...
By The Market Strategist
Blog•Jan 19, 2026
Are the Attacks on Kazakhstan’s Petroleum Sector Potentially Linked to Retaliation Against Trump’s Venezuela Strategy?
In this episode, A.F. Alhajji examines a sudden decline in OPEC+ oil output, focusing on recent attacks on Kazakhstan’s petroleum infrastructure and their possible connection to U.S. policy toward Venezuela under former President Trump. He argues that the disruptions may...
By Anas Alhajji (Energy Outlook Advisors)
Blog•Jan 19, 2026
Practical Monetarism
The President is expected to announce his Fed Chairman pick this week, with former governor Kevin Warsh emerging as the leading contender. Warsh, a noted hawk, aligns his policy outlook with Treasury Secretary Bessent. He is best known for a...
By Fed Guy
News•Jan 19, 2026
IMF Warns of Trade Tension Risk to Global Growth
The International Monetary Fund’s latest World Economic Outlook projects global GDP growth at 3.3% in 2026, up from 3.1%, but warns that trade tensions and a potential slowdown in AI‑driven investment pose downside risks. The report highlights the importance of...
By BBC News — Business: Economy
Podcast•Jan 18, 2026•8 min
Monday: Silver Slides as Iran Tensions Ease
In this brief episode, ANZ’s research analysts discuss the recent decline in silver prices, attributing the slide to easing geopolitical tensions with Iran. They note that reduced risk premiums are dampening demand for safe‑haven assets, while broader market dynamics and...
By 5 in 5 with ANZ
Blog•Jan 17, 2026
Weekly Indicators for January 12 - 16 at Seeking Alpha
Seeking Alpha’s weekly indicators for Jan 12‑16 highlight a normalizing yield curve and mortgage rates at three‑year lows, which are reviving the housing market. At the same time, gasoline prices have slipped to their lowest level in almost five years, creating...
By The Bonddad Blog
Blog•Jan 17, 2026
The RMB Weakness that Wasn't
In this episode the hosts dissect the recent breach of the 7.00 RMB per USD threshold, a move they had forecast despite official resistance. They revisit their earlier stance against a "balance‑sheet recession" narrative, argue that the fundamentals still support further...
By Panda Perspectives – China Weekly Wrap
News•Jan 17, 2026
The One Measure that Can Tell Us a Lot About the State of the UK Economy
The GfK Consumer Confidence Barometer shows a historic split after the 2024 election, with confidence soaring among under‑30s and under‑50s while falling sharply for those over 50. Younger optimism aligns with recent Bank of England rate cuts and a liberal‑left...
By BBC News — Business: Economy
Blog•Jan 16, 2026
Counterparty Risk in Silver Exposed
The episode examines the recent price dynamics of precious metals, noting gold's steady rise to $4,606 and silver's rapid surge to $90.75, driven by heightened open interest on the COMEX. It highlights the emerging counterparty risk in the silver market,...
By McleodFinance (Alasdair Macleod)
Blog•Jan 16, 2026
Industrial Production Sets New Post-Pandemic High in December - but Mainly Due to Utilities
Industrial production reached a new post‑pandemic high in December, climbing 0.4% after revisions added another 0.2% to prior months. The modest 0.2% rise in manufacturing was dwarfed by a 2.6% jump in utility output, which also posted a 2.3% year‑over‑year...
By The Bonddad Blog
Blog•Jan 16, 2026
Subscriber Update on Block Inc. 2032s
The episode breaks down Block, Inc.'s latest credit outlook, highlighting a dramatic shift from a shaky to a durable balance sheet and a clear path to achieving the Rule of 40 by 2026. Q3 2025 results show 18% YoY gross...
By Fixed Income Beacon
Podcast•Jan 16, 2026•28 min
Where Has Market Volatility Gone?
In this episode of Currency Exchange, host Brian Daingerfield and FX strategist Paul Robson examine why foreign‑exchange markets have become unusually calm despite major geopolitical headlines. They explore the pound’s recent outperformance versus the euro, the upcoming UK economic releases,...
By The Currency Exchange (NatWest Markets)
Podcast•Jan 16, 2026•21 min
Market View: Is the AI Trade Back On?
The episode examines whether the AI trade is resurging, focusing on the surge in semiconductor stocks and banks benefiting from AI‑related demand. It analyzes TSMC’s record earnings and what they reveal about the durability of AI‑driven chip supply chains, while...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 15, 2026•9 min
Friday: Oil Down 4.9% as Iran Tensions Ease
In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...
By 5 in 5 with ANZ
Blog•Jan 15, 2026
The Gasoline Build Paradox: Weather and Shale Vs. Economic Growth?
The episode explores the paradox of rising gasoline consumption despite advances in shale production and the influence of weather patterns on fuel demand. It examines how economic growth, seasonal temperature shifts, and the resilience of the oil market interact to...
By Anas Alhajji (Energy Outlook Advisors)
Podcast•Jan 14, 2026•26 min
Could a Cap on Credit-Card Rates Really Hurt Consumers?
The episode examines President Trump's proposal to impose a temporary 10% cap on credit‑card interest rates, exploring the arguments from big banks that such a limit could restrict credit availability and disproportionately affect vulnerable borrowers. It also touches on soaring...
By BBC World Service – World Business Report
Podcast•Jan 14, 2026•9 min
Thursday: Intervention Talk Props up Yen
In this brief episode of "5 in 5 with ANZ," host Bernard Hickey highlights how recent central bank interventions have bolstered the Japanese yen amid broader market volatility. He notes that while banking stress persists in the US and Europe,...
By 5 in 5 with ANZ
Blog•Jan 14, 2026
The Dollar Consolidates While Japan Steps Up Its Intervention Threats and Decision Day for the SCOTUS
The U.S. dollar is in a consolidating phase, hovering around JPY158.6 after a brief push toward JPY159.5, as Japanese authorities intensify verbal warnings of possible market intervention. In North America, traders await U.S. PPI, retail sales data and comments from...
By Marc to Market
Blog•Jan 14, 2026
Refinancing Into Deterioration
The episode dissects Molson Coors' looming $2.4 billion refinancing challenge amid a sharp operational downturn, highlighted by an 11.9% drop in pretax income, a $3.6 billion goodwill impairment, and rising net leverage to 2.28x. Volume shrinkage—especially in the economy and flavored‑alcohol segments—combined...
By Fixed Income Beacon
News•Jan 14, 2026
Heat Pumps That Pay: How Industrial Process Heat Is Becoming a Cost-Saving Asset
Industrial heat, the world’s largest energy end‑use, is now a balance‑sheet issue as manufacturers grapple with volatile fuel prices and rising carbon costs. A new generation of high‑temperature heat pumps can deliver up to ~200 °C, turning waste heat and low‑grade...
By CFI.co (Capital Finance International)
Podcast•Jan 14, 2026•22 min
Market View: Profits, Premium Seats & a Check-In Button
In this episode, Michelle Martin and Ryan Huang dissect the paradox of strong earnings reports—JPMorgan Chase’s higher revenue but lower profit and Delta Air Lines’ premium‑travel‑driven profit surge—yet both stocks fell as market expectations outpaced results. They also examine notable...
By Your Money with Michelle Martin (MONEY FM 89.3)
Blog•Jan 14, 2026
Kazakhstan, Venezuela, and Iran: Key Wildcards Driving Oil Price Volatility
The episode examines three emerging wildcards that could destabilize oil markets: a sharp decline in Kazakhstan’s crude exports due to Ukrainian drone attacks and weather‑related production cuts, political and operational uncertainties in Venezuela, and renewed sanctions and geopolitical tension surrounding...
By Anas Alhajji (Energy Outlook Advisors)
Blog•Jan 12, 2026
Sleeping Giants
The administration is signaling a willingness to enlist government‑sponsored enterprises (GSEs) such as Fannie Mae and Freddie Mac in its effort to push mortgage rates lower. After the 2008 crisis, the GSEs’ mortgage holdings shrank dramatically, but policymakers see an...
By Fed Guy
Podcast•Jan 12, 2026•7 min
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...
By Reuters Morning Bid
Blog•Jan 12, 2026
Annual Review of the Global LNG Market in 2025 and Outlook for 2026
The 2025 global LNG market was driven by strong European demand as the region reduced reliance on Russian pipeline gas and rapid import growth in the MENA region, especially Egypt, while Asian demand, notably China, softened due to higher domestic...
By Anas Alhajji (Energy Outlook Advisors)