All Episodes
LiveSquawk Market Talk — 127 episodes
ECB Hike Is Priced In: Why the Euro and Yen Could Still Rally
NFP Relief Rally: Why the Dollar Didn't Take Off
Walsh's Fed, Hawkish Dissents, and the September Hike That Probably Won't Happen
July FOMC Preview: When Zero Forward Guidance Meets a Hawkish Room
Oil's 12% Crash, FOMC Hawks, and the BoJ's Quiet Pivot
Temporary Pause or Turning Point? The ECB Decision That Could Shake Markets
Q2 Earnings: Analysts Are Bullish - But Can Corporate America Deliver?
Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations
Weak NFP, Wobbly ECB, and a New Fed Chair: July's Global Reckoning
From Conflict to Contango: The Surprising State of Global Oil Markets
Starmer Out, Burnham In: UK Crisis Meets Fed Hike Fears and Hormuz Risk
Warsh Era Begins: Fed Holds, Hawks Circle
ECB Decision Day: One and Done, or Summer Surprise?
Privacy Coin Reckoning: Zcash's Shielded Pool Crisis and Crypto Contagion
World Cup Economics: When Geopolitics Moves Markets in June 2026
Week 13: Middle East Crisis, $Oil, and the ECB's Dangerous Gamble
Dollar Dominance: How Geopolitical Risk Is Reshaping Central Bank Calculus
Digital Assets at the Crossroads: Debt, Hacks & the Midterm Moment
Ceasefire or Not, These Markets Have a Problem
Hold Steady: When Geopolitics Forces Central Banks Into an Impossible Corner
Oil Shock: UAE Exits OPEC as Hormuz Crisis Rewrites Energy Markets
Rate Hold or Regime Change? The FOMC Decision That Could Reshape Markets
Beyond the Iran Shock: Why Q1 Earnings Still Have Bulls Talking
From Fear Factor to Relief Rally: Hormuz, Stocks, and Central Bank Risk
Ceasefire Relief, Lingering Risk: Markets Caught Between Calm and Uncertainty
Narratives vs Reality: Markets Between Headlines and Macro Signals
Crisis Under the Surface: Markets Face Stagflation and Hidden Credit Risks
Oil, Ultimatums & Fed Missteps: Markets React to Iran Tensions
Hawkish Holds and a War Nobody's Priced In
Wait-and-See Mode: ECB and BoE Pause as Crisis Clouds the Outlook
Oil Shock & Fed Gridlock: Inside March’s High-Stakes FOMC Call
Oil Surges, Policy on Edge: Markets Grapple with Middle East Conflict
Middle East Tensions & Market Shocks: Oil, Jobs, and Rate Risks
Tariffs Return, Tensions Rise: Markets Weigh Trade Shocks and Middle East Risk
Holding Pattern: Sticky Inflation, Tariff Turmoil & Markets on Alert
Earnings Rebound & AI Bets: Corporate Profits in a Divided Market
Earnings Rebound & AI Bets: Corporate Profits in a Divided Market
UK Politics Shake the Pound: Dovish Signals and Data Delays Stir Markets
Politics Over Policy: Why Markets Are Ignoring the ECB and BoE
A Subtle Fed Shift: Language Changes, Leadership Speculation & Global Ripples
Fed on Hold, Markets on Edge: Inside January’s FOMC Balancing Act
Greenland Gambits & Hawkish Turns: Markets React to a Shifting Global Order
Markets in Limbo: Politics, Policy Drift & the Search for Safe Havens
Tariffs, Troops & Teflon Markets: Why 2026 Resilience Is Being Tested
Central Banks Hit the Brakes: Yen Shock, Data Doubts & 2026 Risk Signals
Year-End Central Bank Crossroads: Europe Holds, Japan Moves
The Yen Trade Endgame: Global Markets Face a Structural Shift
The Hawkish Cut Dilemma: Fed Politics, Projections & Credibility on Trial
Budget Gambles & Data Vacuums: Markets Navigate a Foggy Macro Landscape
Stale Signals, Real Risks: What the Fed Reads Between the Lines
Data Delays & Tech Whiplash: Markets Brace for a Chaotic Week
Rate Path Reckoning: Global Central Banks Signal New Era
ECB October Hold: Why Europe Became the Calm in Global Storm
The Week That Could Break Markets: Three Central Banks Decide
Liquidity Crunch: Regional Banks Signal Deeper Credit Stress
Q3 Earnings: Jamie Dimon's Warning vs AI's $1 Trillion Promise
France: The New Sick Man of Europe Shakes Markets
Data Blackout: How the U.S. Government Shutdown is Rewiring Markets
Shutdown Showdown: How 69% Odds Could Derail Fed Policy
September Scaries Defeated: When Markets Defy Seasonality
Behind the Curve: Four Months of Hidden Payroll Weakness Exposed
The Great Dissent: FOMC Split Could Shock Markets
Global Fiscal Reckoning: Why Bond Yields Are Rising Everywhere
The Employment Pivot: Fed's New Priority Sparks Market Revolution
Weekly Review: The Great Fed Flip
The Trader's Mind: Why Stress Kills Performance with Sylvain Asimus
Trump's Tariff Win: Why 15% Feels Like Victory
Fed's Wait-and-See Trap: Why Powell Won't Cut Despite Market Pressure
The 15% Question: How Trump's Trade Template Changes Everything
Q2 Earnings Preview: Growth Slows to 5% as Banks Set Tone
Weekly Review: Trump's Tariff Reaffirmation, Dollar Stall, and Market Indifference
Weekly Review: Jobs Data Deception, Debt Ceiling Impact, and Market Vulnerability
Commodity Corner: Inflation, Oil Bottoms, and Copper Hype
Weekly Review: US Strikes Iran, Central Bank Dovish Shift, and Oil Market Dynamics
Commodity Corner: Oil Trading, Overvalued Platinum, and Dollar Recovery
FOMC: Rate Hold Expected as Labor Market Shows Troubling Signs
Weekly Review: CPI Cooling, Tariff Lag Effects, and Central Bank Caution
Inflation Outlook: May CPI Expectations and 'Sell America' Theme
Weekly Review: Jobs Data Illusions and Trump-Musk Market Chaos
Commodity Corner: Copper's Strange Behavior and Treasury Outlook
ECB Preview: Rate Cut 'Baked in the Cake' Amid Trade Chaos
Commodity Corner: Bond Opportunity and Holiday Weekend Effects
Commodity Corner: Are the Bears Hibernating? Tesla Rival's Mining Plans and Hidden Warnings
CPI Reaction: April's Inflation Ease May Be 2025's Low Point
Commodity Corner: Crude Oil Analysis, Fed Uncertainty, and Geopolitical Risks
Earnings Season Review: Strong Results Meet Tariff Uncertainty
Fed Decision: Powell's Tone, Beige Book Warnings, and Long-Term Economic Risks
NFP Preview: Labor Market Slowdown and Recession Warning Signs
Commodity Corner: Dollar Collapse Impact on Treasuries, Silver, and the Yen
Commodity Corner: Treasury Volatility, Gold Caution, and Tariff Impact
ECB Rate Decision: Cut Now, Pause Later
Commodity Corner: Metals Analysis, Oil Targets, and Technical Indicators
Market Earthquake: Trump's Tariff Reversal Overshadows CPI Data
Earnings Preview: Strong Q1 Numbers Meet Murky Guidance
Tariff Tsunami: Economic Impact and Trading Implications of "Liberation Day"
Commodity Corner: Treasury Markets, Metals Rally, and Japan's Struggles
Fed Focus: Economic Projections, Trump's Policies, and Recession Odds
Commodity Corner: Bitcoin, Steel, and the Loonie
CPI Preview: Market Volatility and the Bank of Canada's Next Move
Europe's New Economic Reality: Unpacking the ECB's Latest Rate Decision
Commodity Corner: From Lithium to Corn - This Week's Market Moves
Commodity Corner: Why Tariffs Could Backfire
Mid-Season Earnings Check: Strong Beats, Hidden Concerns
January CPI Preview: The Devil's in the Details
Double Header: Why NFP and BoE Might Not Matter
ECB's Dilemma: Fighting Fire on Multiple Fronts
FOMC Preview: The Calm Before Trump's Storm?
CPI Preview: Is Inflation Really Under Control?
Q4 Earnings Season: Why Good Might Not Be Good Enough
NFP Preview: Why This Jobs Report Might Not Matter
Commodity Corner: The Super Bowl of Grain Reports
FOMC Preview: The Last Dance of 2023
Triple Header: US CPI and Global Central Bank Decisions
NFP Preview: December's High-Stakes Jobs Report
Inflation Watch: Making Sense of October's CPI Report
CPI Preview: High Stakes for Markets After Trump Victory
Markets React: Trump's Victory and the Fed's Next Move
The Great Earnings Divide: Tech Giants vs Reality
Perfect Storm: PCE, Payrolls, and Politics Preview
ECB Preview: Is Europe's First Rate Cut Just Hours Away?
September CPI Preview: What's Next for Fed Policy?
Q3 Earnings Preview: Why Lower Expectations Could Drive Markets
NFP Preview: When Global Risks Overshadow Jobs Data
PCE Preview: Beyond the Fed's Favorite Inflation Gauge
FOMC Preview: The Case for 25 vs 50bp Rate Cuts
ECB Preview: Rate Cut Consensus vs German Growth Concerns
NFP Preview: Why September's Jobs Report Could Reshape Dollar Trends