Markets Daily
Markets Daily

Markets Daily

Your no-BS market brief, every weekday at 7am. Brought to you by Jellypod.

Episodes (49)

Yields Spike, Oil Rises, and the Fed Stays Hawkish

Yields Spike, Oil Rises, and the Fed Stays Hawkish

Treasury Yields Spike as Fed Hike Odds Jump

Treasury Yields Spike as Fed Hike Odds Jump

Yields Top 5% as Buffett Steps Aside at Berkshire

Yields Top 5% as Buffett Steps Aside at Berkshire

Markets Split as Yields Near 5% and Oil Stays Hot

Markets Split as Yields Near 5% and Oil Stays Hot

Fed Hike Shock, Weak Breadth, and a Volatile Week Ahead

Fed Hike Shock, Weak Breadth, and a Volatile Week Ahead

5% Yields, Fed Hike Fallout, and Market Crosscurrents

5% Yields, Fed Hike Fallout, and Market Crosscurrents

Fed Hikes Again as Yields Hit 5%

Fed Hikes Again as Yields Hit 5%

Markets Brace for a Fed Hike as Yields Hit 5%

Markets Brace for a Fed Hike as Yields Hit 5%

Markets Brace as Yields Test 5% Ahead of Fed Decision

Markets Brace as Yields Test 5% Ahead of Fed Decision

Treasury Yields Jump as Fed Hike Odds Climb

Treasury Yields Jump as Fed Hike Odds Climb

CPI Showdown, $100 Oil, and the Fed’s Next Move

CPI Showdown, $100 Oil, and the Fed’s Next Move

Oil Spike, Yield Surge, and the Pre-PPI Market Crossroads

Oil Spike, Yield Surge, and the Pre-PPI Market Crossroads

Brent at $100: Premarket Selloff and the Fed Inflation Test

Brent at $100: Premarket Selloff and the Fed Inflation Test

Oil at $90, Jobs Beat, and the Fed’s September Dilemma

Oil at $90, Jobs Beat, and the Fed’s September Dilemma

Payroll Shock Reprices the Fed

Payroll Shock Reprices the Fed

Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move

Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move

Layoffs Jump as Crude Nears 97: The Stagflation Trap

Layoffs Jump as Crude Nears 97: The Stagflation Trap

Hormuz Shock, Soaring Yields, and Dell’s Big Beat

Hormuz Shock, Soaring Yields, and Dell’s Big Beat

40 Trillion Debt Shock Sends Futures Lower

40 Trillion Debt Shock Sends Futures Lower

Hormuz Shock Sends Oil Higher as Wall Street Braces

Hormuz Shock Sends Oil Higher as Wall Street Braces

Sticky PCE and the Fed Cut Debate

Sticky PCE and the Fed Cut Debate

Nvidia Pops, Yields Bite: Tech Leads a Mixed Premarket

Nvidia Pops, Yields Bite: Tech Leads a Mixed Premarket

Bond Market Revolt: Yields Surge and Rate Hike Odds Return

Bond Market Revolt: Yields Surge and Rate Hike Odds Return

Yields Surge as Oil and Retail Warnings Hit the Open

Yields Surge as Oil and Retail Warnings Hit the Open

AI Rally Meets Oil Pressure

AI Rally Meets Oil Pressure

Record Highs, Cooling Inflation, and the Retail Sales Test

Record Highs, Cooling Inflation, and the Retail Sales Test

PPI Flatlines as Pre-Market Movers Surge

PPI Flatlines as Pre-Market Movers Surge

CPI Relief Meets Oil Shock as AI Stocks Surge

CPI Relief Meets Oil Shock as AI Stocks Surge

Payroll Shock Sets Up a CPI Standoff

Payroll Shock Sets Up a CPI Standoff

Intel’s $15B Dilution Shock Hits the Market

Intel’s $15B Dilution Shock Hits the Market

Hormuz Tensions, Tech Margin Pain, and Jobs Data

Hormuz Tensions, Tech Margin Pain, and Jobs Data

SpaceX Lockup Shock and the Market’s Split Tape

SpaceX Lockup Shock and the Market’s Split Tape

AI Capex Fuels a Physical Infrastructure Boom

AI Capex Fuels a Physical Infrastructure Boom

Oil Slides, Yields Ease, and Marriott Shows a Split Screen

Oil Slides, Yields Ease, and Marriott Shows a Split Screen

Crude Drops Below $80 as Peace Talks Calm Markets

Crude Drops Below $80 as Peace Talks Calm Markets

Yield Spike Hits Tech as Energy Cash Flows Take Center Stage

Yield Spike Hits Tech as Energy Cash Flows Take Center Stage

AI Winners, Bond Shock, and a 19-Year Yield Spike

AI Winners, Bond Shock, and a 19-Year Yield Spike

Fed Hike Shock, Oil Spike, and the AI Trade Hangover

Fed Hike Shock, Oil Spike, and the AI Trade Hangover

AI Capex Meets the Great Market Rotation

AI Capex Meets the Great Market Rotation

Oil Slides, But the Geopolitical Risk Premium Isn’t Gone

Oil Slides, But the Geopolitical Risk Premium Isn’t Gone

Oil Shock, Defensive Plays, and the Consumer Crack

Oil Shock, Defensive Plays, and the Consumer Crack

AI Capex Hangover Spurs Rotation Into Defense and Rails

AI Capex Hangover Spurs Rotation Into Defense and Rails

AI Trade Under Stress: Supermicro, Oil, and Tariff Shock

AI Trade Under Stress: Supermicro, Oil, and Tariff Shock

Chip Rally vs. Geopolitical Risk

Chip Rally vs. Geopolitical Risk

Gold Spikes, Chips Bounce, and Domino’s Warns on Consumers

Gold Spikes, Chips Bounce, and Domino’s Warns on Consumers

AI Shockwaves, Oil Spike, and a Risk-Off Pre-Market

AI Shockwaves, Oil Spike, and a Risk-Off Pre-Market

PayPal Rejection, Chip Selloff, and Netflix’s Low Bar

PayPal Rejection, Chip Selloff, and Netflix’s Low Bar

Stripe’s $53B PayPal Bid Shakes the Tape

Stripe’s $53B PayPal Bid Shakes the Tape

Goldman’s Blowout Meets CPI Day

Goldman’s Blowout Meets CPI Day