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121 episódios

Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations
13/07/2026 | 31min
Chair Warsh has quietly buried forward guidance, and markets are still catching up. With CPI, retail sales, and a volatile energy complex all in play, the inflation narrative is getting complicated fast.

Follow Sam Cutler on X: x.com/search4yield3

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Weak NFP, Wobbly ECB, and a New Fed Chair: July's Global Reckoning
03/07/2026 | 34min
A soft jobs report hands the Fed's new chairman an unexpected reprieve - but is the labor market cooling or cracking? Harry and Jamie Dutta weigh in on what the NFP miss really means for rate policy.

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From Conflict to Contango: The Surprising State of Global Oil Markets
24/06/2026 | 26min
Rory Johnston joins Commodity Corner to break down a global energy market caught between geopolitical de-escalation and a demand shock out of China. With contango building and refinery damage still rippling through the supply chain, the outlook for energy investors is anything but straightforward.

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Starmer Out, Burnham In: UK Crisis Meets Fed Hike Fears and Hormuz Risk
22/06/2026 | 30min
Keir Starmer is out — and markets are watching who fills the vacuum. We break down what Andy Burnham's anticipated rise means for UK assets, sterling, and investor confidence at a precarious moment.

Follow Michael on X: https://x.com/MrMBrown

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Warsh Era Begins: Fed Holds, Hawks Circle
17/06/2026 | 36min
Kevin Warsh steps into the Fed Chair role with markets expecting a unanimous hold — but it's what changes in the statement that has traders on edge. Is the easing bias about to disappear?

Follow Christine on X: https://x.com/christinelshort

Follow Joseph Choi on X: https://x.com/curveadvisor

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Sobre LiveSquawk Market Talk

Join market veterans for deep-dive analysis ahead of major financial events that move markets. From Non-Farm Payrolls to central bank decisions, our expert guests break down market positioning, potential trading opportunities, and global implications. Get the critical insights you need to stay ahead of market-moving news. Brought to you by LiveSquawk, the trusted source for real-time financial news covering 120+ countries and all major asset classes. Get a FREE trial of our 24-hour news squawking service here 👉 https://www.livesquawk.com/#sign-up

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