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Episodis

82 episodis

1. Jensen Huang Resigns from Nvidia as Tech Reeling Pre-Market fa 1 dia 4:29
2. CoreWeave Lifts Futures on a Quiet Veterans Day fa 2 dies 5:27
3. October CPI Stares Down Wall Street fa 3 dies 4:16
4. October Jobs Blowout Tests Market Bounce as Yields Rise fa 1 setmana 5:12
5. Split Tape: Dow Gains as Chip Stocks Stumble fa 1 setmana 4:48
6. Gridlock Relief Sparks a Post-Election Rally fa 1 setmana 5:34
7. Election Day Markets, Post-Earnings Selloffs, and the Midterm Playbook fa 1 setmana 7:30
8. Futures Bounce, Oil Tumbles, and Oracle's $20B Raise fa 2 setmanes 6:37
9. Tech Stumbles on Amazon and Intel as Energy Flexes Cash fa 2 setmanes 7:26
10. Tech's Cash Flow Divide, Hot Data, and Pre-Bell Rotation fa 2 setmanes 6:50
11. Fed Decision Looms as AI Optimism Clashes with Energy Squeeze fa 2 setmanes 8:01
12. Brazil's Shockwaves, SoFi Earnings Beat, and Yields Test 5% fa 2 setmanes 6:45
13. Anthropic's S-1 Drops, Oil Cools, and Brazil Slides fa 3 setmanes 6:50
14. Bonds Rally, Oil Bites: A Market Caught Between Two Worries fa 3 setmanes 7:11
15. Big Tech Beats, Chips Break: Is This a Dip or a Breakdown? fa 3 setmanes 8:07
16. United’s Fuel Test: Can Demand Outrun $100 Oil? fa 3 setmanes 8:17
17. GE’s Big Quarter Meets the $100 Oil Test fa 3 setmanes 7:06
18. Cleveland-Cliffs Surges as Markets Test a Rebound fa 4 setmanes 7:31
19. Warsh Cools the Rate-Hike Panic—for Now fa 1 mes 7:37
20. TSMC Beats, Tech Breaks: The AI Debt Test fa 1 mes 7:01
21. CPI Resurges on Oil Shock: Will the Fed Hike Again? fa 1 mes 7:05
22. Goldman Smashes Earnings, Dimon Warns of Shifting Ground fa 1 mes 7:41
23. Oil Surges as Truce Talks Collapse in Ukraine and the Middle East fa 1 mes 0:46
24. Delta's Fuel Shock Tests the Limits of Pricing Power fa 1 mes 7:25
25. Fed Friction, $100 Oil, and PepsiCo's Margins fa 1 mes 7:39
26. Yield Shock: 30-Year Rates Hit 5.7% as Fed Minutes Loom fa 1 mes 6:53
27. Yields at 24-Year Highs: Are Stocks Brave or Blind? fa 1 mes 7:48
28. Stocks Rally, Bonds Push Back on Weak Jobs Data fa 1 mes 7:16
29. Weak Jobs Data, Rate Relief, and the Market’s First Move fa 1 mes 5:05
30. Micron, Market Breadth, and the Rally Test fa 1 mes 6:05
31. Inflation Cools, Fed Bets Fade, and AI Valuations Explode fa 1 mes 5:26
32. Oil Shock, Yield Spike, and the Illusion of Market Strength fa 2 mesos 5:19
33. Stocks Ignore 5% Yields as AI and Consumer Fault Lines Grow fa 2 mesos 4:34
34. Yields Spike, Oil Rises, and the Fed Stays Hawkish fa 2 mesos 3:18
35. Treasury Yields Spike as Fed Hike Odds Jump fa 2 mesos 3:50
36. Yields Top 5% as Buffett Steps Aside at Berkshire fa 2 mesos 4:27
37. Markets Split as Yields Near 5% and Oil Stays Hot fa 2 mesos 4:50
38. Fed Hike Shock, Weak Breadth, and a Volatile Week Ahead fa 2 mesos 4:12
39. 5% Yields, Fed Hike Fallout, and Market Crosscurrents fa 2 mesos 2:54
40. Fed Hikes Again as Yields Hit 5% fa 2 mesos 3:58
41. Markets Brace for a Fed Hike as Yields Hit 5% fa 2 mesos 4:16
42. Markets Brace as Yields Test 5% Ahead of Fed Decision fa 2 mesos 2:50
43. Treasury Yields Jump as Fed Hike Odds Climb fa 2 mesos 3:51
44. CPI Showdown, $100 Oil, and the Fed’s Next Move fa 2 mesos 4:56
45. Oil Spike, Yield Surge, and the Pre-PPI Market Crossroads fa 2 mesos 4:00
46. Brent at $100: Premarket Selloff and the Fed Inflation Test fa 2 mesos 6:27
47. Oil at $90, Jobs Beat, and the Fed’s September Dilemma fa 2 mesos 3:27
48. Payroll Shock Reprices the Fed fa 2 mesos 4:31
49. Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move fa 2 mesos 6:31
50. Layoffs Jump as Crude Nears 97: The Stagflation Trap fa 2 mesos 6:06