Episodes
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The Daily Wrap - November 11, 2026
Could hotter inflation put a half-point Fed hike back on the table? We examine the surprise price data and rising rate pressure, CoreWeave’s AI outlook lift for tech shares, and the investor caution and quantum-company results shaping markets. A news podcast encapsulating the most salient market...
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The Daily Wrap - November 10, 2026
Could hotter inflation push the Fed toward a half-point hike—and deepen the market selloff? We unpack the rate outlook and bond moves, Anthropic’s proposed $64 billion share offering, and the corporate news moving Nvidia, Sanmina and Take-Two. A news podcast encapsulating the most salient market...
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The Daily Wrap - November 9, 2026
Can Wall Street’s tech rebound hold if Nvidia is left behind? We examine the rally’s breadth, the inflation data and AI earnings that could test its staying power, and Treasury yields near multi-year highs. A news podcast encapsulating the most salient market news, brought to you by Finextra Pro...
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What's On Tap - November 8, 2026
After the Nasdaq’s recent correction, investors will watch this week’s company results for evidence that AI-infrastructure demand can hold up. Constellation Energy reports Monday, followed Thursday by Applied Materials and Cisco Systems, while Tuesday’s CPI and Friday’s PPI will test inflation as...
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The Weekly Wrap - November 7, 2026
Will a stronger-than-expected jobs report push borrowing costs higher as technology stocks buckle under AI-regulation fears? The wrap tracks the Nasdaq-led selloff, Moderna’s earnings surprise, and rising Treasury yields as markets weigh a December Fed rate increase. A news podcast encapsulating...
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The Daily Wrap - November 6, 2026
Can a sharp jobs surprise steady markets still rattled by tech selling? We break down the stronger U.S. labor data, the fragile outlook ahead of inflation and earnings tests, and sharply divergent reactions to results from Axon, DraftKings, Cloudflare, Airbnb and Moderna. A news podcast...
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The Daily Wrap - November 5, 2026
Is the cost of the AI buildout starting to spook investors? We break down the Nasdaq’s slide toward correction territory, stronger U.S. productivity and lower jobless claims, the Fed’s inflation stance, and mixed earnings from Qualcomm, Tripadvisor, ConocoPhillips and Planet Fitness. A news…
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The Daily Wrap - November 4, 2026
We unpack the new congressional power balance, election-driven moves in metals, the dollar and yields, and sharp reactions to results from CVS, FIS, Duolingo, AMD, Block and McDonald’s. A news podcast encapsulating the most salient market news, brought to you by Finextra Pro and powered by...
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The Daily Wrap - November 3, 2026
Will election uncertainty outweigh a sharply divided earnings picture? We track Wall Street’s mixed open, falling oil, Apple’s memory-cost squeeze and contrasting investor reactions to results from Fiserv, Thomson Reuters, ON Semiconductor, Palantir and DuPont. A news podcast encapsulating the…
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The Daily Wrap - November 2, 2026
Can falling oil prices offset doubts over whether AI spending will pay off? We track Iran talks, the week’s key U.S. economic and earnings catalysts, Intel’s outlook, Marriott’s upgraded forecast, and mixed markets ahead of Apple’s results. A news podcast encapsulating the most salient market…
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What's On Tap - November 1, 2026
After last week’s technology sell-off, investors will watch whether Apple and AMD can show that AI spending is translating into revenue and profits. Manufacturing and services surveys, job openings, Friday’s jobs report and consumer confidence will test the economic outlook; McDonald’s results…
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The Weekly Wrap - October 31, 2026
Can Big Tech prove its AI spending will pay off as investors brace for higher rates? The wrap tracks a tech-led sell-off, the Fed’s inflation challenge, and the relative resilience of healthcare, utilities and government bonds. A news podcast encapsulating the most salient market news, brought to...
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The Daily Wrap - October 30, 2026
Can Big Tech’s AI spending keep climbing while investors wait for returns? We examine a tech-led sell-off after disappointing Amazon and Intel updates, stronger-than-expected U.S. growth, and earnings surprises from oil majors and Rivian. A news podcast encapsulating the most salient market news,...
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The Daily Wrap - October 29, 2026
Can strong growth withstand sticky inflation and rising investor scrutiny of AI spending? We unpack the latest economic data, divergent tech earnings led by Alphabet, and reports of Marvell’s possible bid for Lumentum as stocks point lower. A news podcast encapsulating the most salient market…
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The Daily Wrap – October 28, 2026
Will a Fed hold calm markets—or will Big Tech’s AI spending take center stage? We track the rate decision and December signals, Alphabet and Microsoft earnings, and sharply diverging results from Enphase, Vertiv and Robinhood. A news podcast encapsulating the most salient market news, brought to...
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The Daily Wrap – October 27, 2026
Can the Fed stand pat while surging AI capex reshuffles Big Tech budgets and chip demand? We distill market moves — stocks firmer as oil eases — alongside Nvidia's $3bn tie-up with Meta, Anthropic's IPO filing, key earnings and Treasury yields that could tip the policy narrative. A news podcast...
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Daily Wrap: Europe - October 26, 2026
Will sliding Brent and a packed central-bank calendar keep Europe’s markets steady or unleash fresh volatility? We unpack the oil pullback after reports of Qatari mediation, sterling’s pre-Budget positioning, upgraded tech and retail results, and the major earnings and policy tests lined up this...
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The Daily Wrap – October 26, 2026
Are surging oil prices and near‑5% Treasury yields about to choke off the AI data‑centre investment boom? We unpack the market whipsaw — crude back above $100, the ten‑year flirting with 5%, concentrated S&P selling, AI capex strains on megacaps, AmEx’s upbeat guide and the PCE/Fed backdrop for...
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What's On Tap - October 25, 2026
Markets enter a pivotal week with the FOMC rate decision on Wednesday under the shadow of $100‑plus oil and a 10‑year Treasury near 4.99%. The advance Q3 GDP (consensus ~3.0% annualized, Morningstar/Trading Economics) and September PCE (headline ~0.5% m/m; core ~0.3% m/m, Trading...
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The Weekly Wrap - October 24, 2026
Are surging oil prices and near‑5% Treasury yields about to choke off the AI data‑centre investment boom? We unpack the market whipsaw — crude back above $100, the ten‑year flirting with 5%, concentrated S&P selling, AI capex strains on megacaps, AmEx’s upbeat guide and the PCE/Fed backdrop for...
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The Daily Wrap – October 23, 2026
Are AI spending jitters and rising oil setting the stage for a market shake‑up ahead of big‑tech earnings and the Fed? We unpack the AI‑led tech sell‑off, Brent crude near five‑month highs, the S&P earnings slate and Fed risk, plus key corporate results and what PMI and Treasury yields imply for...
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The Daily Wrap – October 22, 2026
Is the AI spending binge finally colliding with macro headwinds? We unpack how resilient jobless claims, Tesla and Meta's cautious capital plans, a rebound in oil and higher Treasury yields sent growth stocks reeling while earnings from IBM, P&G and Lockheed paint a mixed picture for market...
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The Daily Wrap – October 21, 2026
Could fresh Middle East supply threats push oil back above $100 and reignite inflationary pressure? We unpack how crude's jump after Red Sea and Saudi incidents is rippling through markets — powering AI-led tech gains and SpaceX/Super Micro rallies, denting Netflix, easing some Micron labor…
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The Daily Wrap – October 20, 2026
Can healthcare's record highs and a slip in oil prices steady markets before a pivotal stretch of earnings? We unpack how a defensive-led rally and elevated Treasury yields intersected with corporate beats from GM, RTX and 3M, a surprise biotech trial win, and the after-hours/coming-quarter…
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The Daily Wrap – October 19, 2026
Can a drop in oil and retreating Treasury yields soothe markets — or will bank-sector weakness and AI funding risks trigger another selloff? Coverage includes the bond rally easing mortgage and corporate funding costs, the KBW bank index’s sixth straight weekly decline, an AI-led tech rebound…
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What's on Tap - October 18, 2026
Markets enter the week with Big Tech and AI capex under the microscope as earnings test whether costly compute investment and ad demand can hold up amid tighter financial conditions. Investors will watch Meta and Tesla on Wednesday and Procter & Gamble on Thursday alongside GE Aerospace, Texas...
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The Weekly Wrap - October 17, 2026
Is the AI buildout running on too much leverage — and are rate moves about to expose it? The Weekly Wrap unpacks the tech-led sell-off and financing angst around megacaps and chipmakers, hotter-than-expected PPI/CPI prints that tightened rate odds, a flight to Treasuries, and what early Q3…
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The Daily Wrap – October 16, 2026
Are surging producer prices forcing the Fed to keep rates higher for longer? We unpack the hot PPI print, the bond-market reaction and stock fallout—from a trillion-dollar rout in AI names to Proofpoint’s Varonis bid and the earnings calendar that'll test chip demand and corporate resilience. A...
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The Daily Wrap – October 15, 2026
Is a hotter-than-expected CPI forcing the Fed back toward rate hikes — and what does that mean for AI-fueled growth stocks? We unpack the market fallout from rising inflation and sliding tech—yields, weak bank earnings, PPI/retail sales/jobless claims to watch, and deal chatter from Tesla–SpaceX...
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The Daily Wrap – October 14, 2026
Will hotter-than-expected CPI force the Fed's hand and reset markets? We break down the inflation surprise and rising rate odds, the dollar and Treasury-yield reaction, and the knock-on effects for banks, asset managers and names like Albemarle and Bank of America. A news podcast encapsulating…
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The Daily Wrap – October 13, 2026
Will bank earnings or a six-day semiconductor rout set the market’s next move? We unpack JPMorgan’s rare miss, Goldman’s outperformance and J&J’s mixed print, the chip sell-off spilling into South Korea and US tech, and how CPI, oil and Treasury moves could tip the Fed outlook. A news podcast...
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The Daily Wrap - October 12, 2026
Will September's CPI lock in another Fed hike or finally give markets room to breathe? We dissect how the inflation print and dollar strength are shaping Treasury yields, highlight sector shocks from SpaceX-driven tower deals to biotech and telecom movers, and set the scene for the big-bank...
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What's on Tap - October 11, 2026
Markets head into a week where headline inflation readings and consumer activity will set the policy and market tone. Secondary themes include mega‑bank earnings from JPMorgan Chase, Bank of America and UnitedHealth Group, plus elevated Treasury yields—10‑year around 5.24%—that tighten financial...
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The Weekly Wrap - October 10, 2026
Is the market underpricing the risk that surging oil will undo the relief from retreating long-term Treasury yields ahead of CPI and big-bank results? We untangle the week's moves — softer payrolls, a Nasdaq wobble led by semiconductors, airline margin pressure from fuel, and how incoming CPI and...
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The Daily Wrap - October 9, 2026
Can firm Treasury yields and a cautious Fed outpace the relief from cooler Middle East tensions? We weigh strong demand at the 30‑year auction and Governor Waller's warning that more hikes may be needed against easing oil fears, next week's CPI and big bank reports, and market movers from AI to...
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The Daily Wrap – October 8, 2026
Can oil near $105 and a jump in long-term Treasury yields derail markets and force the Fed's hand? We unpack the market fallout—flattening yield curves and higher borrowing costs—against resilient jobs, the Fed's hawkish minutes, a key 30‑year auction and earnings from PepsiCo, Wolfspeed and...
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The Daily Wrap – October 7, 2026
Can surging long-term yields — with Brent back above $100 — undo the tech-led rally? We explain how a spike in 30‑year Treasuries, oil-driven inflation fears and the Fed’s September minutes are squeezing growth stocks, and why Microsoft’s move into Nvidia-powered PCs signals a deeper AI hardware...
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The Daily Wrap – October 6, 2026
Can record-breaking tech stocks outrun Treasury yields that are sitting at their highest levels since 2002? We unpack the Fed minutes watch, Nvidia’s march toward a $6tn valuation, softer oil and gold moves, and why sustained high yields matter for borrowing costs, equities and broker‑dealer...
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The Daily Wrap - October 5, 2026
Does a softer September payrolls print merely buy the Fed time or signal a reset for rates and risk assets? We unpack how the jobs shock recalibrated rate expectations and markets, why $100-plus oil and Gulf tensions keep inflation risks alive, and which mega-deals and AI winners — from…
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What's on Tap - October 4, 2026
Markets will watch the September FOMC minutes Wednesday for policy signals as the 10-year Treasury trades near 5.3%. Secondary focus is on services data (ISM Services consensus 55.6, S&P Global final) and earnings from PepsiCo (consensus EPS $2.30, Yahoo Finance), Levi Strauss (consensus EPS…
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The Weekly Wrap - October 10, 2026
Are stubbornly high Treasury yields finally constraining the market's tech-driven rally? We unpack an easing inflation print, a softer payrolls report and a Nasdaq record to show why equities briefly rallied even as long-term borrowing costs stayed elevated. A news podcast encapsulating the most...
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The Daily Wrap – October 2, 2026
Does a surprisingly soft September jobs print just hand the Fed an October pause? We explain how weak payrolls — alongside a planned G7 oil release and heavy AI-driven corporate demand — pushed Treasury yields lower, ignited a tech-led rally and reshaped rate and earnings expectations. A news...
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The Daily Wrap – October 1, 2026
Can a softer PCE print really soothe markets when 10-year yields are ripping to multi-decade highs? We unpack the cooler inflation read, the bond sell-off that’s reshaping Fed odds, steady jobs signals and the sector winners and losers—from Micron to Accenture—and what it means for borrowing…
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The Daily Wrap – September 30, 2026
Can easing PCE inflation let the Fed sit tight — or will oil-driven geopolitical risks force the Fed's hand? We unpack the softer-than-expected PCE print and an upward GDP revision, market moves in stocks and volatile Treasury yields, and corporate catalysts from Boeing's Pentagon win to Micron's...
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The Daily Wrap – September 29, 2026
Can a slump in US consumer confidence amid near‑2007 Treasury yields tip the economy into slower growth? We unpack the market and data fallout — cooling labour demand, oil and rates pressure, Nvidia’s record buyback and IPO hesitation in tech, and corporate shocks from Boeing to FICO that are...
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The Daily Wrap – September 28, 2026
Can oil's sudden surge and spiking Treasury yields force the Fed to stay tighter for longer? We break down the market fallout — from PCE and payrolls risk to the US‑China tariff truce, Nvidia's record buyback, Apple’s $5.7bn verdict and sector downgrades — and what it means for stocks, bonds and...
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What's on Tap - September 27, 2026
Markets should watch PCE, payrolls and ISM manufacturing this week for signals on Fed policy and inflation momentum. Secondary themes include the energy shock, and earnings from Carnival, Micron and Nike alongside tight financial conditions with the 10-year around 5.17%. The week ahead is a data...
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The Weekly Wrap - September 9, 2026
Can AI megacaps keep markets aloft as Treasury yields climb to multi‑decade highs? A crisp wrap on how Microsoft, AMD and cloud/chip leaders powered the week's gains despite surging 10y/30y yields and falling oil, and why narrow breadth plus looming jobs data could determine the rally's…
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The Daily Wrap – September 25, 2026
Are multi-year highs in Treasury yields about to rewrite the Fed's rate path? We unpack the drivers of the bond selloff and the looming jobs and PCE prints that could reset policy expectations, while flagging market movers from Akamai’s Anthropic deal and Oracle’s data‑center spat to a retailer...
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The Daily Wrap – September 24, 2026
Are markets braced for another Fed rate hike as Treasury yields climb to multiyear highs? We break down Fed officials keeping the door open to more tightening, a renewed oil price shock above $100, slipping stocks, stronger jobs data, and the earnings to watch from Darden and Costco. A news…
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