<![CDATA[Markets Daily]]>https://bull-sheet.jellypod.comPowered by Jellypod (https://www.jellypod.com)Thu, 17 Sep 2026 00:52:38 GMTTue, 14 Jul 2026 19:29:00 GMTyes8a53b65c-45ce-4a83-b3fd-08cd5c3b6763JellypodYour no-BS market brief, every weekday at 7am. Brought to you by Jellypod.Your no-BS market brief, every weekday at 7am. Brought to you by Jellypod.episodicJellypodfeed+ff59802d@podcasts.jellypod.comfalse<![CDATA[Markets Brace for a Fed Hike as Yields Hit 5%]]>https://bull-sheet.jellypod.com/episodes/d5c3bbf5-84ef-4449-9a44-a41f081b62d2d5c3bbf5-84ef-4449-9a44-a41f081b62d2Wed, 16 Sep 2026 14:03:11 GMT4242Markets are bracing for a likely Fed rate hike as 10-year Treasury yields hover near 5% and oil stays above $100, putting pressure on equities, housing, and corporate earnings. We also break down the latest moves in Amazon, Novo Nordisk, crypto after the Senate’s failed Clarity Act vote, and why historical rate-hike cycles may point to a rebound after the initial selloff.

]]>JellypodMarkets are bracing for a likely Fed rate hike as 10-year Treasury yields hover near 5% and oil stays above $100, putting pressure on equities, housing, and corporate earnings. We also break down the latest moves in Amazon, Novo Nordisk, crypto after the Markets are bracing for a likely Fed rate hike as 10-year Treasury yields hover near 5% and oil stays above $100, putting pressure on equities, housing, and corporate earnings. We also break down the latest moves in Amazon, Novo Nordisk, crypto after the Senate’s failed Clarity Act vote, and why historical rate-hike cycles may point to a rebound after the initial selloff.falsefull<![CDATA[Markets Brace as Yields Test 5% Ahead of Fed Decision]]>https://bull-sheet.jellypod.com/episodes/728be6c5-0941-4780-bd0b-f5fe01678e69728be6c5-0941-4780-bd0b-f5fe01678e69Tue, 15 Sep 2026 14:02:57 GMT4141Wall Street is under pressure as Treasury yields flirt with 5%, crude oil hovers near $100, and traders brace for a high-stakes Fed meeting. We break down the market reaction, the case for a quarter-point hike, and the key retail sales and earnings data that could shape tomorrow’s decision.

]]>JellypodWall Street is under pressure as Treasury yields flirt with 5%, crude oil hovers near $100, and traders brace for a high-stakes Fed meeting. We break down the market reaction, the case for a quarter-point hike, and the key retail sales and earnings data tWall Street is under pressure as Treasury yields flirt with 5%, crude oil hovers near $100, and traders brace for a high-stakes Fed meeting. We break down the market reaction, the case for a quarter-point hike, and the key retail sales and earnings data that could shape tomorrow’s decision.falsefull<![CDATA[Treasury Yields Jump as Fed Hike Odds Climb]]>https://bull-sheet.jellypod.com/episodes/884b55ea-321d-410f-84e6-b4390fcb8857884b55ea-321d-410f-84e6-b4390fcb8857Mon, 14 Sep 2026 14:02:41 GMT4040Markets are reacting to a hotter-than-expected core CPI print, rising Treasury yields, and shifting odds for a Fed move next week. The episode weighs the soft landing case against the risk of a policy mistake, while previewing key setup points for the trading week ahead.

]]>JellypodMarkets are reacting to a hotter-than-expected core CPI print, rising Treasury yields, and shifting odds for a Fed move next week. The episode weighs the soft landing case against the risk of a policy mistake, while previewing key setup points for the traMarkets are reacting to a hotter-than-expected core CPI print, rising Treasury yields, and shifting odds for a Fed move next week. The episode weighs the soft landing case against the risk of a policy mistake, while previewing key setup points for the trading week ahead.falsefull<![CDATA[CPI Showdown, $100 Oil, and the Fed’s Next Move]]>https://bull-sheet.jellypod.com/episodes/4465b75b-c28d-49fb-9c82-9f69456b98e24465b75b-c28d-49fb-9c82-9f69456b98e2Fri, 11 Sep 2026 14:02:24 GMT3939Markets are on edge ahead of the August CPI release as stubborn core inflation, surging oil prices, and climbing Treasury yields reshape expectations for the Fed’s next move. The episode also breaks down Kroger’s earnings, premarket sector rotation, and the bulls-versus-bears debate over whether rate hikes can tame a supply-driven shock.

]]>JellypodMarkets are on edge ahead of the August CPI release as stubborn core inflation, surging oil prices, and climbing Treasury yields reshape expectations for the Fed’s next move. The episode also breaks down Kroger’s earnings, premarket sector rotation, and tMarkets are on edge ahead of the August CPI release as stubborn core inflation, surging oil prices, and climbing Treasury yields reshape expectations for the Fed’s next move. The episode also breaks down Kroger’s earnings, premarket sector rotation, and the bulls-versus-bears debate over whether rate hikes can tame a supply-driven shock.falsefull<![CDATA[Oil Spike, Yield Surge, and the Pre-PPI Market Crossroads]]>https://bull-sheet.jellypod.com/episodes/a718bc72-29f4-4f1a-828a-e84a094d7686a718bc72-29f4-4f1a-828a-e84a094d7686Thu, 10 Sep 2026 14:02:33 GMT3838Markets are under pressure as crude surges above $105, the 10-year Treasury yield jumps toward 4.92%, and tech stocks slide before the open. We break down the bull and bear cases, global ripple effects, and the key catalysts ahead, including the latest PPI release and Fed commentary.

]]>JellypodMarkets are under pressure as crude surges above $105, the 10-year Treasury yield jumps toward 4.92%, and tech stocks slide before the open. We break down the bull and bear cases, global ripple effects, and the key catalysts ahead, including the latest PPMarkets are under pressure as crude surges above $105, the 10-year Treasury yield jumps toward 4.92%, and tech stocks slide before the open. We break down the bull and bear cases, global ripple effects, and the key catalysts ahead, including the latest PPI release and Fed commentary.falsefull<![CDATA[Brent at $100: Premarket Selloff and the Fed Inflation Test]]>https://bull-sheet.jellypod.com/episodes/127b1a15-93c0-4f39-9796-1ba336e81b5c127b1a15-93c0-4f39-9796-1ba336e81b5cWed, 09 Sep 2026 14:03:00 GMT3737Markets open under pressure as Brent crude nears $100, weighing on futures, Treasury yields, and risk assets while traders weigh geopolitical shocks, energy inflation, and a mixed cross-asset reaction. The episode also breaks down the Fed’s inflation dilemma ahead of tomorrow’s PPI report, plus notable premarket movers like Meta, Dow, Academy Sports, and Casey’s.

]]>JellypodMarkets open under pressure as Brent crude nears $100, weighing on futures, Treasury yields, and risk assets while traders weigh geopolitical shocks, energy inflation, and a mixed cross-asset reaction. The episode also breaks down the Fed’s inflation dileMarkets open under pressure as Brent crude nears $100, weighing on futures, Treasury yields, and risk assets while traders weigh geopolitical shocks, energy inflation, and a mixed cross-asset reaction. The episode also breaks down the Fed’s inflation dilemma ahead of tomorrow’s PPI report, plus notable premarket movers like Meta, Dow, Academy Sports, and Casey’s.falsefull<![CDATA[Oil at $90, Jobs Beat, and the Fed’s September Dilemma]]>https://bull-sheet.jellypod.com/episodes/cbc84798-aff3-47d4-a13a-563b6e4d43aecbc84798-aff3-47d4-a13a-563b6e4d43aeTue, 08 Sep 2026 14:02:15 GMT3636Wall Street returns from Labor Day with crude near $90, a stronger-than-expected jobs report, and markets bracing for renewed volatility. The episode breaks down what Casey’s earnings and this week’s PPI and CPI releases could mean for the September Fed meeting and the inflation outlook.

]]>JellypodWall Street returns from Labor Day with crude near $90, a stronger-than-expected jobs report, and markets bracing for renewed volatility. The episode breaks down what Casey’s earnings and this week’s PPI and CPI releases could mean for the September Fed mWall Street returns from Labor Day with crude near $90, a stronger-than-expected jobs report, and markets bracing for renewed volatility. The episode breaks down what Casey’s earnings and this week’s PPI and CPI releases could mean for the September Fed meeting and the inflation outlook.falsefull<![CDATA[Payroll Shock Reprices the Fed]]>https://bull-sheet.jellypod.com/episodes/0ef081ff-0c45-46a3-87c2-486cb601bfd30ef081ff-0c45-46a3-87c2-486cb601bfd3Mon, 07 Sep 2026 14:02:17 GMT3535A surprise August payrolls report jolts markets on Labor Day, lifting the dollar and pushing traders to reconsider the odds of a September Fed hike. The episode weighs the hawkish case for tightening against the bearish argument that payroll data can be revised away, with PPI and CPI set to decide the central bank’s next move.

]]>JellypodA surprise August payrolls report jolts markets on Labor Day, lifting the dollar and pushing traders to reconsider the odds of a September Fed hike. The episode weighs the hawkish case for tightening against the bearish argument that payroll data can be rA surprise August payrolls report jolts markets on Labor Day, lifting the dollar and pushing traders to reconsider the odds of a September Fed hike. The episode weighs the hawkish case for tightening against the bearish argument that payroll data can be revised away, with PPI and CPI set to decide the central bank’s next move.falsefull<![CDATA[Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move]]>https://bull-sheet.jellypod.com/episodes/aae674ee-b120-484f-89d7-d3be0293a9aaaae674ee-b120-484f-89d7-d3be0293a9aaFri, 04 Sep 2026 14:02:40 GMT3434August payrolls smashed expectations, but a closer look shows the gains were concentrated in lower-margin service and government jobs while higher-paying sectors weakened. The episode also breaks down rising energy costs, Lululemon’s guidance cut, Volkswagen’s restructuring, and what all of it could mean for the Fed’s next move.

Show Notes

]]>JellypodAugust payrolls smashed expectations, but a closer look shows the gains were concentrated in lower-margin service and government jobs while higher-paying sectors weakened. The episode also breaks down rising energy costs, Lululemon’s guidance cut, VolkswaAugust payrolls smashed expectations, but a closer look shows the gains were concentrated in lower-margin service and government jobs while higher-paying sectors weakened. The episode also breaks down rising energy costs, Lululemon’s guidance cut, Volkswagen’s restructuring, and what all of it could mean for the Fed’s next move. Show Notes Jobs Report Today: Investors Await August Employment Data - WSJ: https://www.wsj.com/livecoverage/august-jobs-report-stock-market-09-04-2026falsefull<![CDATA[Layoffs Jump as Crude Nears 97: The Stagflation Trap]]>https://bull-sheet.jellypod.com/episodes/6735bad4-967e-4abc-a409-784b03e6959d6735bad4-967e-4abc-a409-784b03e6959dThu, 03 Sep 2026 14:02:16 GMT3333Labor cuts jump, crude surges, and bond yields stay stubborn as markets grapple with a possible stagflation setup. We break down the bull and bear cases, key premarket movers, and the economic data that could shake rates and equities at the open.

]]>JellypodLabor cuts jump, crude surges, and bond yields stay stubborn as markets grapple with a possible stagflation setup. We break down the bull and bear cases, key premarket movers, and the economic data that could shake rates and equities at the open.Labor cuts jump, crude surges, and bond yields stay stubborn as markets grapple with a possible stagflation setup. We break down the bull and bear cases, key premarket movers, and the economic data that could shake rates and equities at the open.falsefull<![CDATA[Hormuz Shock, Soaring Yields, and Dell’s Big Beat]]>https://bull-sheet.jellypod.com/episodes/a97789e9-0b60-4168-bc6d-5c62624ba888a97789e9-0b60-4168-bc6d-5c62624ba888Wed, 02 Sep 2026 14:01:50 GMT3232Geopolitical tension in the Strait of Hormuz sends crude higher and US yields toward multi-year highs, pressuring futures and growth stocks. We also break down a mixed premarket earnings slate, including Dell’s surge, Palo Alto’s pullback, and the latest Big Tech M&A chatter, before previewing ADP payrolls, the Beige Book, and key after-hours reports.

]]>JellypodGeopolitical tension in the Strait of Hormuz sends crude higher and US yields toward multi-year highs, pressuring futures and growth stocks. We also break down a mixed premarket earnings slate, including Dell’s surge, Palo Alto’s pullback, and the latest Geopolitical tension in the Strait of Hormuz sends crude higher and US yields toward multi-year highs, pressuring futures and growth stocks. We also break down a mixed premarket earnings slate, including Dell’s surge, Palo Alto’s pullback, and the latest Big Tech M&A chatter, before previewing ADP payrolls, the Beige Book, and key after-hours reports.falsefull<![CDATA[40 Trillion Debt Shock Sends Futures Lower]]>https://bull-sheet.jellypod.com/episodes/87e71582-0a54-43b2-8ffd-b234aa755ca087e71582-0a54-43b2-8ffd-b234aa755ca0Tue, 01 Sep 2026 14:03:01 GMT3131Premarket futures are under pressure as the U.S. national debt hits a historic $40 trillion and the 10-year Treasury yield spikes, squeezing equity valuations and rippling through commodities. The episode also covers key stock movers and the 9:45 and 10:00 AM economic releases that could decide whether yields climb even higher.

]]>JellypodPremarket futures are under pressure as the U.S. national debt hits a historic $40 trillion and the 10-year Treasury yield spikes, squeezing equity valuations and rippling through commodities. The episode also covers key stock movers and the 9:45 and 10:0Premarket futures are under pressure as the U.S. national debt hits a historic $40 trillion and the 10-year Treasury yield spikes, squeezing equity valuations and rippling through commodities. The episode also covers key stock movers and the 9:45 and 10:00 AM economic releases that could decide whether yields climb even higher.falsefull<![CDATA[Hormuz Shock Sends Oil Higher as Wall Street Braces]]>https://bull-sheet.jellypod.com/episodes/3aba7a41-1c97-4a70-9a76-b80ca486201c3aba7a41-1c97-4a70-9a76-b80ca486201cMon, 31 Aug 2026 14:02:46 GMT3030Markets recoil after U.S. strikes on Iranian rocket launchers in the Strait of Hormuz send crude prices soaring and shake a month of August gains. The episode also breaks down how hawkish Fed commentary and the upcoming jobs report could intensify the clash between inflation fears, bond yields, and equity resilience.

]]>JellypodMarkets recoil after U.S. strikes on Iranian rocket launchers in the Strait of Hormuz send crude prices soaring and shake a month of August gains. The episode also breaks down how hawkish Fed commentary and the upcoming jobs report could intensify the claMarkets recoil after U.S. strikes on Iranian rocket launchers in the Strait of Hormuz send crude prices soaring and shake a month of August gains. The episode also breaks down how hawkish Fed commentary and the upcoming jobs report could intensify the clash between inflation fears, bond yields, and equity resilience.falsefull<![CDATA[Sticky PCE and the Fed Cut Debate]]>https://bull-sheet.jellypod.com/episodes/7b33002c-e4b9-480b-b972-fdd803d1de2e7b33002c-e4b9-480b-b972-fdd803d1de2eFri, 28 Aug 2026 14:03:04 GMT2929We break down the latest core PCE inflation read, why Treasury yields are drifting higher, and how premarket moves are splitting across energy, industrials, and financials. Then we weigh the bull and bear cases for a September Fed rate cut and preview the day’s key catalysts, including consumer sentiment and Fed speeches.

]]>JellypodWe break down the latest core PCE inflation read, why Treasury yields are drifting higher, and how premarket moves are splitting across energy, industrials, and financials. Then we weigh the bull and bear cases for a September Fed rate cut and preview theWe break down the latest core PCE inflation read, why Treasury yields are drifting higher, and how premarket moves are splitting across energy, industrials, and financials. Then we weigh the bull and bear cases for a September Fed rate cut and preview the day’s key catalysts, including consumer sentiment and Fed speeches.false00:05:19full<![CDATA[Nvidia Pops, Yields Bite: Tech Leads a Mixed Premarket]]>https://bull-sheet.jellypod.com/episodes/f74d5122-f0d1-41c3-a29f-eaa8ad6b730df74d5122-f0d1-41c3-a29f-eaa8ad6b730dThu, 27 Aug 2026 14:03:39 GMT2828Nvidia’s post-earnings surge lifts Nasdaq futures, but rising Treasury yields and sticky core PCE inflation keep the broader market on edge. We break down the bull and bear cases for tech-led strength, plus the key morning data on jobless claims, wholesale inventories, and trade.

]]>JellypodNvidia’s post-earnings surge lifts Nasdaq futures, but rising Treasury yields and sticky core PCE inflation keep the broader market on edge. We break down the bull and bear cases for tech-led strength, plus the key morning data on jobless claims, wholesalNvidia’s post-earnings surge lifts Nasdaq futures, but rising Treasury yields and sticky core PCE inflation keep the broader market on edge. We break down the bull and bear cases for tech-led strength, plus the key morning data on jobless claims, wholesale inventories, and trade.false00:05:26full<![CDATA[Bond Market Revolt: Yields Surge and Rate Hike Odds Return]]>https://bull-sheet.jellypod.com/episodes/ba077f55-ff82-4fee-bf1b-eb44cae6217eba077f55-ff82-4fee-bf1b-eb44cae6217eWed, 19 Aug 2026 14:05:02 GMT2727U.S. yields spike to multi-year highs, futures slide, and traders begin pricing in the possibility of another Fed hike as oil prices and global bond moves tighten financial conditions. We also break down standout retail and consumer earnings, the bull vs. bear case for the market, and what to watch in the FOMC minutes and upcoming reports from Target, TJX, ADI, and Walmart.

]]>JellypodU.S. yields spike to multi-year highs, futures slide, and traders begin pricing in the possibility of another Fed hike as oil prices and global bond moves tighten financial conditions. We also break down standout retail and consumer earnings, the bull vs.U.S. yields spike to multi-year highs, futures slide, and traders begin pricing in the possibility of another Fed hike as oil prices and global bond moves tighten financial conditions. We also break down standout retail and consumer earnings, the bull vs. bear case for the market, and what to watch in the FOMC minutes and upcoming reports from Target, TJX, ADI, and Walmart.false00:04:56full<![CDATA[Yields Surge as Oil and Retail Warnings Hit the Open]]>https://bull-sheet.jellypod.com/episodes/30101093-2319-42a7-8449-f7c9c8f7decd30101093-2319-42a7-8449-f7c9c8f7decdTue, 18 Aug 2026 14:02:28 GMT2626We break down the pre-market selloff driven by surging Treasury yields, a spike in Brent crude, and mounting fears of a fiscal reckoning. The episode also covers retail and non-tech movers like Home Depot, Klarna, Shein, and Walmart as traders look for clues about consumer strength and late-cycle pressure.

Show Notes

]]>JellypodWe break down the pre-market selloff driven by surging Treasury yields, a spike in Brent crude, and mounting fears of a fiscal reckoning. The episode also covers retail and non-tech movers like Home Depot, Klarna, Shein, and Walmart as traders look for clWe break down the pre-market selloff driven by surging Treasury yields, a spike in Brent crude, and mounting fears of a fiscal reckoning. The episode also covers retail and non-tech movers like Home Depot, Klarna, Shein, and Walmart as traders look for clues about consumer strength and late-cycle pressure. Show Notes United States Stock Market Index - Quote - Chart - Historical Data - News: https://tradingeconomics.com/united-states/stock-marketfalse00:04:11full<![CDATA[AI Rally Meets Oil Pressure]]>https://bull-sheet.jellypod.com/episodes/603bacec-b90f-493b-ad0e-d7995a294d9d603bacec-b90f-493b-ad0e-d7995a294d9dMon, 17 Aug 2026 14:02:29 GMT2525Anthropic’s blockbuster revenue print, insider buying at Intel, and strength in names like Micron, Vista Energy, Maersk, and SoFi highlight a market still chasing AI and growth. But with crude oil near $89, falling rate-cut odds, and retail earnings plus FOMC minutes ahead, the episode weighs whether inflation and consumer weakness could derail the rally.

Show Notes

]]>JellypodAnthropic’s blockbuster revenue print, insider buying at Intel, and strength in names like Micron, Vista Energy, Maersk, and SoFi highlight a market still chasing AI and growth. But with crude oil near $89, falling rate-cut odds, and retail earnings plus Anthropic’s blockbuster revenue print, insider buying at Intel, and strength in names like Micron, Vista Energy, Maersk, and SoFi highlight a market still chasing AI and growth. But with crude oil near $89, falling rate-cut odds, and retail earnings plus FOMC minutes ahead, the episode weighs whether inflation and consumer weakness could derail the rally. Show Notes Stock futures fall after S&P 500 posts three-week win streak: https://www.cnbc.com/2026/08/16/stock-market-today-live-updates-.htmlfalse00:04:33full<![CDATA[Record Highs, Cooling Inflation, and the Retail Sales Test]]>https://bull-sheet.jellypod.com/episodes/43f4a09d-d79f-45f3-be8e-3abc89ab155143f4a09d-d79f-45f3-be8e-3abc89ab1551Fri, 14 Aug 2026 14:02:38 GMT2424Markets are hovering near record highs as cooler wholesale inflation boosts sentiment, while traders watch Treasury yields, crude oil, and premarket movers like Applied Materials, Tapestry, and Cardinal Health.

The episode also breaks down the real test ahead: July retail sales and consumer sentiment, with a bull-vs-bear debate over whether resilient spending can keep the rally alive or signs of labor-market weakness will weigh on the market.

]]>JellypodMarkets are hovering near record highs as cooler wholesale inflation boosts sentiment, while traders watch Treasury yields, crude oil, and premarket movers like Applied Materials, Tapestry, and Cardinal Health. The episode also breaks down the real test aMarkets are hovering near record highs as cooler wholesale inflation boosts sentiment, while traders watch Treasury yields, crude oil, and premarket movers like Applied Materials, Tapestry, and Cardinal Health. The episode also breaks down the real test ahead: July retail sales and consumer sentiment, with a bull-vs-bear debate over whether resilient spending can keep the rally alive or signs of labor-market weakness will weigh on the market.false00:04:27full<![CDATA[PPI Flatlines as Pre-Market Movers Surge]]>https://bull-sheet.jellypod.com/episodes/4da1aaa4-877e-40b3-9dcd-49f249c722724da1aaa4-877e-40b3-9dcd-49f249c72272Thu, 13 Aug 2026 14:02:29 GMT2323Wholesale inflation came in flat as producer prices cooled faster than expected, setting up a fresh debate over whether disinflation is a win for the Fed or a warning sign for demand and margins. The episode also previews jobless claims and breaks down big pre-market movers like Cava, Super Micro Computer, Vestas, and Texas Pacific Land.

Show Notes

]]>JellypodWholesale inflation came in flat as producer prices cooled faster than expected, setting up a fresh debate over whether disinflation is a win for the Fed or a warning sign for demand and margins. The episode also previews jobless claims and breaks down biWholesale inflation came in flat as producer prices cooled faster than expected, setting up a fresh debate over whether disinflation is a win for the Fed or a warning sign for demand and margins. The episode also previews jobless claims and breaks down big pre-market movers like Cava, Super Micro Computer, Vestas, and Texas Pacific Land. Show Notes Producer Price Index Home - Bureau of Labor Statistics: https://www.bls.gov/ppi/false00:04:42full<![CDATA[CPI Relief Meets Oil Shock as AI Stocks Surge]]>https://bull-sheet.jellypod.com/episodes/79d2041a-0178-4fcc-b570-f8f3ddec168c79d2041a-0178-4fcc-b570-f8f3ddec168cWed, 12 Aug 2026 14:02:20 GMT2222A market update on the surprise relief from a 3.4% CPI reading, the fading odds of a September Fed hike, and why a stubborn oil spike near the Strait of Hormuz is still keeping inflation worries alive. The episode also covers the latest AI infrastructure earnings momentum, bank stocks, and key names to watch into the opening bell.

]]>JellypodA market update on the surprise relief from a 3.4% CPI reading, the fading odds of a September Fed hike, and why a stubborn oil spike near the Strait of Hormuz is still keeping inflation worries alive. The episode also covers the latest AI infrastructure A market update on the surprise relief from a 3.4% CPI reading, the fading odds of a September Fed hike, and why a stubborn oil spike near the Strait of Hormuz is still keeping inflation worries alive. The episode also covers the latest AI infrastructure earnings momentum, bank stocks, and key names to watch into the opening bell.false00:04:12full<![CDATA[Payroll Shock Sets Up a CPI Standoff]]>https://bull-sheet.jellypod.com/episodes/dbba0956-3cd3-49ba-8998-134b5b38f6fcdbba0956-3cd3-49ba-8998-134b5b38f6fcTue, 11 Aug 2026 14:02:31 GMT2121Markets are digesting a surprise payroll decline, shifting Fed rate-hike odds, and the looming risk of a hot CPI print that could upend the latest easing narrative. The episode also covers Apple’s downgrade, upbeat small business sentiment, and the key pre-market movers and macro data investors are watching today.

Show Notes

]]>JellypodMarkets are digesting a surprise payroll decline, shifting Fed rate-hike odds, and the looming risk of a hot CPI print that could upend the latest easing narrative. The episode also covers Apple’s downgrade, upbeat small business sentiment, and the key prMarkets are digesting a surprise payroll decline, shifting Fed rate-hike odds, and the looming risk of a hot CPI print that could upend the latest easing narrative. The episode also covers Apple’s downgrade, upbeat small business sentiment, and the key pre-market movers and macro data investors are watching today. Show Notes Stock market next week: Outlook for Aug. 10-14, 2026: https://www.cnbc.com/2026/08/07/stock-market-next-week-outlook-for-aug-10-14-2026-.htmlfalse00:03:18full<![CDATA[Intel’s $15B Dilution Shock Hits the Market]]>https://bull-sheet.jellypod.com/episodes/1f13252f-a70b-4693-be5b-efa2ec3722ee1f13252f-a70b-4693-be5b-efa2ec3722eeMon, 10 Aug 2026 14:02:49 GMT2020Intel’s surprise $15 billion equity offering sparks a sharp premarket selloff as traders weigh immediate dilution against the long-term value of a stronger balance sheet and funding for advanced packaging and AI investments.

The episode also breaks down the broader market backdrop, including soft labor data, rate expectations, oil volatility, and key stocks moving on earnings, upgrades, and major contract wins.

Show Notes

]]>JellypodIntel’s surprise $15 billion equity offering sparks a sharp premarket selloff as traders weigh immediate dilution against the long-term value of a stronger balance sheet and funding for advanced packaging and AI investments. The episode also breaks down tIntel’s surprise $15 billion equity offering sparks a sharp premarket selloff as traders weigh immediate dilution against the long-term value of a stronger balance sheet and funding for advanced packaging and AI investments. The episode also breaks down the broader market backdrop, including soft labor data, rate expectations, oil volatility, and key stocks moving on earnings, upgrades, and major contract wins. Show Notes United States Stock Market Index - Quote - Chart - Historical Data - News: https://tradingeconomics.com/united-states/stock-marketfalse00:04:30full<![CDATA[Hormuz Tensions, Tech Margin Pain, and Jobs Data]]>https://bull-sheet.jellypod.com/episodes/72b2d810-f159-4ebc-83c3-7233fa7980f272b2d810-f159-4ebc-83c3-7233fa7980f2Fri, 07 Aug 2026 14:02:36 GMT1919Markets face a tense open as rising Strait of Hormuz risks push Brent crude higher, while tech names like Sandisk and Western Digital get hit on margin pressure and weak guidance. The episode also previews key labor data, including July nonfarm payrolls, and breaks down how the results could shape bond yields, Fed expectations, and sector moves.

Show Notes

]]>JellypodMarkets face a tense open as rising Strait of Hormuz risks push Brent crude higher, while tech names like Sandisk and Western Digital get hit on margin pressure and weak guidance. The episode also previews key labor data, including July nonfarm payrolls, Markets face a tense open as rising Strait of Hormuz risks push Brent crude higher, while tech names like Sandisk and Western Digital get hit on margin pressure and weak guidance. The episode also previews key labor data, including July nonfarm payrolls, and breaks down how the results could shape bond yields, Fed expectations, and sector moves. Show Notes S&P 500 falls as oil prices pressure stocks; Dow drops more than 450 ...: https://www.cnbc.com/amp/2026/08/05/stock-market-today-live-updates.htmlfalse00:02:08full<![CDATA[SpaceX Lockup Shock and the Market’s Split Tape]]>https://bull-sheet.jellypod.com/episodes/7bd9f1f5-2764-464f-915e-b825f123a2677bd9f1f5-2764-464f-915e-b825f123a267Thu, 06 Aug 2026 14:03:29 GMT1818We break down the massive SpaceX lockup expiration, its impact on price discovery, and why a flood of new shares is colliding with shaky sentiment after a rough earnings reaction. Plus, a split market tape, sector shakeouts in software and mortgage finance, and the latest macro data shaping the day ahead.

]]>JellypodWe break down the massive SpaceX lockup expiration, its impact on price discovery, and why a flood of new shares is colliding with shaky sentiment after a rough earnings reaction. Plus, a split market tape, sector shakeouts in software and mortgage financWe break down the massive SpaceX lockup expiration, its impact on price discovery, and why a flood of new shares is colliding with shaky sentiment after a rough earnings reaction. Plus, a split market tape, sector shakeouts in software and mortgage finance, and the latest macro data shaping the day ahead.false00:05:48full<![CDATA[AI Capex Fuels a Physical Infrastructure Boom]]>https://bull-sheet.jellypod.com/episodes/9088f32e-3250-4d1a-b750-382031b760fb9088f32e-3250-4d1a-b750-382031b760fbWed, 05 Aug 2026 14:02:28 GMT1717Markets are hovering near record highs as earnings spotlight a powerful shift from software hype to physical infrastructure, with Caterpillar, Boeing, and other hardware-linked names benefiting from AI-driven capex. The episode also weighs the bull and bear cases on consumer weakness, higher borrowing costs, and the day’s key macro catalysts, including ADP, ISM Services, and JOLTS.

Show Notes

]]>JellypodMarkets are hovering near record highs as earnings spotlight a powerful shift from software hype to physical infrastructure, with Caterpillar, Boeing, and other hardware-linked names benefiting from AI-driven capex. The episode also weighs the bull and beMarkets are hovering near record highs as earnings spotlight a powerful shift from software hype to physical infrastructure, with Caterpillar, Boeing, and other hardware-linked names benefiting from AI-driven capex. The episode also weighs the bull and bear cases on consumer weakness, higher borrowing costs, and the day’s key macro catalysts, including ADP, ISM Services, and JOLTS. Show Notes Earnings Blitz, Peace Hopes Provide Early Boost: https://www.schwab.com/learn/story/stock-market-update-openfalse00:04:10full<![CDATA[Oil Slides, Yields Ease, and Marriott Shows a Split Screen]]>https://bull-sheet.jellypod.com/episodes/96ae54e6-e032-4668-93bf-721c9bee3c4996ae54e6-e032-4668-93bf-721c9bee3c49Tue, 04 Aug 2026 14:03:06 GMT1616Pre-market markets react to easing geopolitical tensions as crude oil drops and Treasury yields slip, sparking a relief rally in equity futures. The episode also breaks down Marriott’s mixed Q2 results, weighing resilient U.S. travel demand against weakness overseas ahead of key ISM Services and JOLTS data.

Show Notes

]]>JellypodPre-market markets react to easing geopolitical tensions as crude oil drops and Treasury yields slip, sparking a relief rally in equity futures. The episode also breaks down Marriott’s mixed Q2 results, weighing resilient U.S. travel demand against weaknePre-market markets react to easing geopolitical tensions as crude oil drops and Treasury yields slip, sparking a relief rally in equity futures. The episode also breaks down Marriott’s mixed Q2 results, weighing resilient U.S. travel demand against weakness overseas ahead of key ISM Services and JOLTS data. Show Notes Dow surges nearly 700 points for record close as Big Tech stocks rise ...: https://www.cnbc.com/amp/2026/08/02/stock-market-today-live-updates.htmlfalse00:04:10full<![CDATA[Crude Drops Below $80 as Peace Talks Calm Markets]]>https://bull-sheet.jellypod.com/episodes/02373e7b-a8b3-41fe-89af-5878cd12f13702373e7b-a8b3-41fe-89af-5878cd12f137Mon, 03 Aug 2026 14:03:03 GMT1515Crude plunges below $80 after Washington pauses strikes on Iran and peace talks resume in Oman, lifting equity futures while pressuring energy names. We also break down the bull and bear cases for the oil relief rally and preview earnings from Marriott, Clorox, Palantir, and ON Semiconductor.

]]>JellypodCrude plunges below $80 after Washington pauses strikes on Iran and peace talks resume in Oman, lifting equity futures while pressuring energy names. We also break down the bull and bear cases for the oil relief rally and preview earnings from Marriott, CCrude plunges below $80 after Washington pauses strikes on Iran and peace talks resume in Oman, lifting equity futures while pressuring energy names. We also break down the bull and bear cases for the oil relief rally and preview earnings from Marriott, Clorox, Palantir, and ON Semiconductor.false00:05:05full<![CDATA[Yield Spike Hits Tech as Energy Cash Flows Take Center Stage]]>https://bull-sheet.jellypod.com/episodes/6cef5e46-511b-4909-a7db-ff85f728ee146cef5e46-511b-4909-a7db-ff85f728ee14Fri, 31 Jul 2026 14:02:32 GMT1414Rising long-term Treasury yields are pressuring mega cap tech as Amazon and Apple reveal a sharp split in how Wall Street prices capex, margins, and future growth. The episode also weighs Exxon Mobil and Chevron earnings, energy cash flows, and month-end rebalancing flows that could reshape the tape.

]]>JellypodRising long-term Treasury yields are pressuring mega cap tech as Amazon and Apple reveal a sharp split in how Wall Street prices capex, margins, and future growth. The episode also weighs Exxon Mobil and Chevron earnings, energy cash flows, and month-end Rising long-term Treasury yields are pressuring mega cap tech as Amazon and Apple reveal a sharp split in how Wall Street prices capex, margins, and future growth. The episode also weighs Exxon Mobil and Chevron earnings, energy cash flows, and month-end rebalancing flows that could reshape the tape.false00:03:12full<![CDATA[AI Winners, Bond Shock, and a 19-Year Yield Spike]]>https://bull-sheet.jellypod.com/episodes/2fff547a-0110-407d-9f1e-17f2114ddbbe2fff547a-0110-407d-9f1e-17f2114ddbbeThu, 30 Jul 2026 14:03:42 GMT1313Markets are split between AI-fueled optimism and a sharp repricing in bonds, as Microsoft surges on strong Azure growth while Meta sinks on a costly capex miss. The episode also covers Treasury yields hitting a 19-year high, rising oil and gold amid geopolitical तनाव, and key earnings and macro data ahead.

]]>JellypodMarkets are split between AI-fueled optimism and a sharp repricing in bonds, as Microsoft surges on strong Azure growth while Meta sinks on a costly capex miss. The episode also covers Treasury yields hitting a 19-year high, rising oil and gold amid geopoMarkets are split between AI-fueled optimism and a sharp repricing in bonds, as Microsoft surges on strong Azure growth while Meta sinks on a costly capex miss. The episode also covers Treasury yields hitting a 19-year high, rising oil and gold amid geopolitical तनाव, and key earnings and macro data ahead.false00:04:51full<![CDATA[Fed Hike Shock, Oil Spike, and the AI Trade Hangover]]>https://bull-sheet.jellypod.com/episodes/e2500de5-f72f-43d4-b260-581ef6c6189fe2500de5-f72f-43d4-b260-581ef6c6189fWed, 29 Jul 2026 14:04:05 GMT1212Markets are on edge as traders weigh a surprise Fed rate hike against a fresh oil shock and the inflation pressure it could unleash. We also break down the global AI trade selloff, Ford’s strategic battery retreat, and a major all-cash professional services deal signaling where capital is still flowing.

]]>JellypodMarkets are on edge as traders weigh a surprise Fed rate hike against a fresh oil shock and the inflation pressure it could unleash. We also break down the global AI trade selloff, Ford’s strategic battery retreat, and a major all-cash professional servicMarkets are on edge as traders weigh a surprise Fed rate hike against a fresh oil shock and the inflation pressure it could unleash. We also break down the global AI trade selloff, Ford’s strategic battery retreat, and a major all-cash professional services deal signaling where capital is still flowing.false00:06:22full<![CDATA[AI Capex Meets the Great Market Rotation]]>https://bull-sheet.jellypod.com/episodes/59d3e313-07e4-43ba-80ff-25730677f20759d3e313-07e4-43ba-80ff-25730677f207Tue, 28 Jul 2026 14:05:40 GMT1111We break down the surge in AI infrastructure spending, the cash-flow strain hitting mega-cap tech, and why the market is starting to treat these companies more like industrial utilities than software names. Then we dig into the broader rotation into financials, industrials, and defensive stocks, and how investors can separate healthy breadth from a late-cycle warning sign.

]]>JellypodWe break down the surge in AI infrastructure spending, the cash-flow strain hitting mega-cap tech, and why the market is starting to treat these companies more like industrial utilities than software names. Then we dig into the broader rotation into finanWe break down the surge in AI infrastructure spending, the cash-flow strain hitting mega-cap tech, and why the market is starting to treat these companies more like industrial utilities than software names. Then we dig into the broader rotation into financials, industrials, and defensive stocks, and how investors can separate healthy breadth from a late-cycle warning sign.false00:04:20full<![CDATA[Oil Slides, But the Geopolitical Risk Premium Isn’t Gone]]>https://bull-sheet.jellypod.com/episodes/e2170ca4-d7b6-48de-b0e0-82b7237dc57be2170ca4-d7b6-48de-b0e0-82b7237dc57bMon, 27 Jul 2026 14:04:25 GMT1010Oil prices slide on a fragile Middle East de-escalation, but shipping lanes remain snarled and geopolitical risk is far from gone. We also break down weaker durable goods data, shifting Fed expectations, and the pre-market stocks catching a lift—or getting hit—before a busy tech earnings week.

]]>JellypodOil prices slide on a fragile Middle East de-escalation, but shipping lanes remain snarled and geopolitical risk is far from gone. We also break down weaker durable goods data, shifting Fed expectations, and the pre-market stocks catching a lift—or gettinOil prices slide on a fragile Middle East de-escalation, but shipping lanes remain snarled and geopolitical risk is far from gone. We also break down weaker durable goods data, shifting Fed expectations, and the pre-market stocks catching a lift—or getting hit—before a busy tech earnings week.false00:04:52full<![CDATA[Oil Shock, Defensive Plays, and the Consumer Crack]]>https://bull-sheet.jellypod.com/episodes/fd2fd218-bede-425f-91ff-68b634666286fd2fd218-bede-425f-91ff-68b634666286Fri, 24 Jul 2026 14:05:14 GMT99We break down the surge in oil prices amid rising US-Iran tensions, why utilities and cash-flow-heavy names are looking like defensive anchors, and what recent earnings from Verizon, American Express, Tenet Healthcare, and Intel reveal about consumer spending and market stress.

The episode also weighs whether the latest market bounce is a real rotation or just a head fake in a choppy, geopolitically charged tape.

]]>JellypodWe break down the surge in oil prices amid rising US-Iran tensions, why utilities and cash-flow-heavy names are looking like defensive anchors, and what recent earnings from Verizon, American Express, Tenet Healthcare, and Intel reveal about consumer spenWe break down the surge in oil prices amid rising US-Iran tensions, why utilities and cash-flow-heavy names are looking like defensive anchors, and what recent earnings from Verizon, American Express, Tenet Healthcare, and Intel reveal about consumer spending and market stress. The episode also weighs whether the latest market bounce is a real rotation or just a head fake in a choppy, geopolitically charged tape.false00:05:00full<![CDATA[AI Capex Hangover Spurs Rotation Into Defense and Rails]]>https://bull-sheet.jellypod.com/episodes/1ab9fb4a-7c10-4c79-b1e7-f66ecdd4fbfe1ab9fb4a-7c10-4c79-b1e7-f66ecdd4fbfeThu, 23 Jul 2026 13:49:22 GMT88Wall Street is grappling with a capex hangover as AI-heavy tech names sell off and investors rotate toward defense, rails, and other cash-generating industries with huge backlogs. The episode also breaks down the Red Sea oil shock, surging Treasury yields, and why traders are suddenly pricing in a real chance of a Fed rate hike.

]]>JellypodWall Street is grappling with a capex hangover as AI-heavy tech names sell off and investors rotate toward defense, rails, and other cash-generating industries with huge backlogs. The episode also breaks down the Red Sea oil shock, surging Treasury yieldsWall Street is grappling with a capex hangover as AI-heavy tech names sell off and investors rotate toward defense, rails, and other cash-generating industries with huge backlogs. The episode also breaks down the Red Sea oil shock, surging Treasury yields, and why traders are suddenly pricing in a real chance of a Fed rate hike.false00:05:32full<![CDATA[AI Trade Under Stress: Supermicro, Oil, and Tariff Shock]]>https://bull-sheet.jellypod.com/episodes/30a751b1-64da-4ad0-b00e-0f1e9ac8849c30a751b1-64da-4ad0-b00e-0f1e9ac8849cWed, 22 Jul 2026 13:49:07 GMT77We break down the frenzy around Supermicro’s huge margin reset and $60 billion backlog, then zoom out to Alphabet and Tesla earnings as the real stress test for the AI buildout. The episode also covers rising oil prices, the cost of ongoing conflict, and new tariff risks that could keep inflation sticky and markets volatile.

]]>JellypodWe break down the frenzy around Supermicro’s huge margin reset and $60 billion backlog, then zoom out to Alphabet and Tesla earnings as the real stress test for the AI buildout. The episode also covers rising oil prices, the cost of ongoing conflict, and We break down the frenzy around Supermicro’s huge margin reset and $60 billion backlog, then zoom out to Alphabet and Tesla earnings as the real stress test for the AI buildout. The episode also covers rising oil prices, the cost of ongoing conflict, and new tariff risks that could keep inflation sticky and markets volatile.false00:05:18full<![CDATA[Chip Rally vs. Geopolitical Risk]]>https://bull-sheet.jellypod.com/episodes/cd4f99da-f210-4108-825f-5a4f4329f26dcd4f99da-f210-4108-825f-5a4f4329f26dTue, 21 Jul 2026 13:49:37 GMT66Markets are shrugging off escalating Middle East conflict as chip stocks lead a broad pre-market rebound, even as gold and crude flash warning signs. The episode also breaks down standout earnings from 3M, GM, and Schwab, plus the troubling homebuilder data that may reveal real strain in the U.S. consumer.

]]>JellypodMarkets are shrugging off escalating Middle East conflict as chip stocks lead a broad pre-market rebound, even as gold and crude flash warning signs. The episode also breaks down standout earnings from 3M, GM, and Schwab, plus the troubling homebuilder daMarkets are shrugging off escalating Middle East conflict as chip stocks lead a broad pre-market rebound, even as gold and crude flash warning signs. The episode also breaks down standout earnings from 3M, GM, and Schwab, plus the troubling homebuilder data that may reveal real strain in the U.S. consumer.false00:05:04full<![CDATA[Gold Spikes, Chips Bounce, and Domino’s Warns on Consumers]]>https://bull-sheet.jellypod.com/episodes/2e99134c-9c7c-440f-af22-282fe8cf651f2e99134c-9c7c-440f-af22-282fe8cf651fMon, 20 Jul 2026 13:49:08 GMT55Gold and oil surge after renewed U.S.-Iran tensions, while stock futures stay muted and semiconductor names attempt a fragile bounce ahead of major earnings. The episode also digs into Domino’s soft same-store sales, what they signal about consumer strain, and the market’s ongoing rotation toward defensive, cash-heavy names.

Show Notes

]]>JellypodGold and oil surge after renewed U.S.-Iran tensions, while stock futures stay muted and semiconductor names attempt a fragile bounce ahead of major earnings. The episode also digs into Domino’s soft same-store sales, what they signal about consumer strainGold and oil surge after renewed U.S.-Iran tensions, while stock futures stay muted and semiconductor names attempt a fragile bounce ahead of major earnings. The episode also digs into Domino’s soft same-store sales, what they signal about consumer strain, and the market’s ongoing rotation toward defensive, cash-heavy names. Show Notes Stock market next week: Outlook for July 20-24, 2026: https://www.cnbc.com/2026/07/17/stock-market-next-week-outlook-for-july-20-24-2026.html Domino's Pizza Shares Climb On Higher Q2 Profit, Orders: https://www.rttnews.com/3668360/domino-s-pizza-shares-climb-on-higher-q2-profit-orders-u-s-comps-edge-up.aspxfalse00:04:37full<![CDATA[AI Shockwaves, Oil Spike, and a Risk-Off Pre-Market]]>https://bull-sheet.jellypod.com/episodes/d43889e5-73dc-4d27-8bae-0e08f978e87cd43889e5-73dc-4d27-8bae-0e08f978e87cFri, 17 Jul 2026 13:50:02 GMT44Markets are jolted by a new Chinese open-source AI model, rising oil prices after strikes in Iran, and a broad risk-off move hitting tech futures. The episode also breaks down Netflix’s disclosure changes, standout earnings from Travelers and regional banks, and the key macro data and calls to watch before the opening bell.

Show Notes

]]>JellypodMarkets are jolted by a new Chinese open-source AI model, rising oil prices after strikes in Iran, and a broad risk-off move hitting tech futures. The episode also breaks down Netflix’s disclosure changes, standout earnings from Travelers and regional banMarkets are jolted by a new Chinese open-source AI model, rising oil prices after strikes in Iran, and a broad risk-off move hitting tech futures. The episode also breaks down Netflix’s disclosure changes, standout earnings from Travelers and regional banks, and the key macro data and calls to watch before the opening bell. Show Notes Travelers Earnings Beat Estimates. Does It Prove Recent Downgrades ...: https://www.barrons.com/articles/travelers-earnings-stock-price-c4c3ef99 Netflix Stock Drops on Revenue Miss, Engagement Update: https://www.barrons.com/articles/netflix-earnings-stock-price-4fb3e0dffalse00:05:55full<![CDATA[PayPal Rejection, Chip Selloff, and Netflix’s Low Bar]]>https://bull-sheet.jellypod.com/episodes/c34eba8f-2b18-452f-9c65-99e897961e08c34eba8f-2b18-452f-9c65-99e897961e08Thu, 16 Jul 2026 22:57:31 GMT33Markets open in risk-off mode as PayPal rejects a $60.50 takeover bid, semiconductor stocks slide on a global tech hangover, and defensive names like UnitedHealth and Verizon catch a bid. Later in the day, traders watch June retail sales, the Philly Fed, and Netflix earnings for clues on whether the tape can stabilize or extend the selloff.

]]>JellypodMarkets open in risk-off mode as PayPal rejects a $60.50 takeover bid, semiconductor stocks slide on a global tech hangover, and defensive names like UnitedHealth and Verizon catch a bid. Later in the day, traders watch June retail sales, the Philly Fed, Markets open in risk-off mode as PayPal rejects a $60.50 takeover bid, semiconductor stocks slide on a global tech hangover, and defensive names like UnitedHealth and Verizon catch a bid. Later in the day, traders watch June retail sales, the Philly Fed, and Netflix earnings for clues on whether the tape can stabilize or extend the selloff.false00:04:39full<![CDATA[Stripe’s $53B PayPal Bid Shakes the Tape]]>https://bull-sheet.jellypod.com/episodes/c2663d7c-c219-4373-8d17-08ee3beb4688c2663d7c-c219-4373-8d17-08ee3beb4688Wed, 15 Jul 2026 13:49:11 GMT22A surprise all-cash takeover offer for PayPal sparks a broad market reaction, with tech futures lifted by semiconductor strength and major movers in financials and healthcare. The episode also breaks down the deal’s antitrust and financing risks while previewing key inflation data, Fed testimony, and the next round of retail sales figures.

]]>JellypodA surprise all-cash takeover offer for PayPal sparks a broad market reaction, with tech futures lifted by semiconductor strength and major movers in financials and healthcare. The episode also breaks down the deal’s antitrust and financing risks while preA surprise all-cash takeover offer for PayPal sparks a broad market reaction, with tech futures lifted by semiconductor strength and major movers in financials and healthcare. The episode also breaks down the deal’s antitrust and financing risks while previewing key inflation data, Fed testimony, and the next round of retail sales figures.false00:05:15full<![CDATA[Goldman’s Blowout Meets CPI Day]]>https://bull-sheet.jellypod.com/episodes/c0bea99f-8764-4009-8fa3-824fabb87695c0bea99f-8764-4009-8fa3-824fabb87695Tue, 14 Jul 2026 20:21:42 GMT11Wall Street’s pre-market is being pulled in two directions as Goldman Sachs posts a huge earnings beat while traders brace for the June CPI report. We break down the bank earnings split, inflation expectations, and why the first move after the open may be a head fake.

]]>JellypodWall Street’s pre-market is being pulled in two directions as Goldman Sachs posts a huge earnings beat while traders brace for the June CPI report. We break down the bank earnings split, inflation expectations, and why the first move after the open may beWall Street’s pre-market is being pulled in two directions as Goldman Sachs posts a huge earnings beat while traders brace for the June CPI report. We break down the bank earnings split, inflation expectations, and why the first move after the open may be a head fake.false00:06:08full