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Producer Prices Pour Fuel on the Fire
Episode 870
Scott Bessent's attempt to calm the bond market has so far produced an awkward result: borrowing costs have risen further. The Treasury secretary is …
1 month, 1 week ago
The Fed's September Squeeze
Episode 869
Oil is back above $100, turning an energy shock into an inflation threat, a bond-market headache and, increasingly, a political liability for the Whi…
1 month, 2 weeks ago
Oil Is Back in Charge
Episode 868
Brent crude is again flirting with $100 a barrel, forcing investors to confront a problem they thought would be contained by now. The war with Iran i…
1 month, 2 weeks ago
Jobs Complicate the Fed's Call
Episode 867
Christopher Waller bought investors some relief. America's labor market has now put it to the test.
Hosted by Audiomeans. Visit audiomeans.fr/politiqu…
1 month, 2 weeks ago
Wall Street's Triple Squeeze
Episode 866
Six months into a conflict that was supposed to be brief, Iran is proving more durable than Washington's forecasts, oil is back near $95 and traders …
1 month, 2 weeks ago
The Bond Market Tightens its Grip
Episode 865
The most important number in markets today is 4.8%. That's roughly where the 10-year Treasury yield stands after climbing to its highest level since …
1 month, 3 weeks ago
Bonds spoil September's opening
Episode 864
The first trading day of September is delivering a blunt message: Governments, companies and investors all compete for the same money. When public bo…
1 month, 3 weeks ago
The Fed, Oil And A Difficult September
Episode 863
The first week of September will test whether the stock market's strong year can withstand a less friendly mix of inflation, higher interest rates an…
1 month, 3 weeks ago
Warsh Takes the Stage
Episode 862
Friday's session opens in New York with some degree of tension. Kevin Warsh is about to remind them that even excellent companies such as Nvidia must…
1 month, 3 weeks ago
Nvidia Delivers, Nasdaq Rebounds
Episode 861
Nvidia has once again given investors what they wanted: spectacular growth, a confident forecast and fresh evidence that demand for artificial-intell…
1 month, 3 weeks ago