LiveSquawk Market Talk
by LiveSquawk
Latest episode
Democrat Sweep, Fed Hike, and the Iran Premium: Week in Review
Democrat Sweep, Fed Hike, and the Iran Premium: Week in Review
About this podcast
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.
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Episodes
The newest 20 of 137 episodes
- Democrat Sweep, Fed Hike, and the Iran Premium: Week in Review · 41 min · Episode 136Democrats stormed both chambers in a historic midterm sweep, but Ryan Littlestone of Forex Analytics and macro strategist Michael Brown argue the market is badly mispricing what…
- Walsh on the Hot Seat: FOMC Hold, Dissents, and a Fed Divided · 33 min · Episode 135Joseph Choi of Curve Advisor and Danielle DiMartino Booth of QI Research break down what a widely expected October hold really signals ahead of the 1400 ET decision — and why the…
- Higher for Longer: ECB, FOMC, and the Central Bank Consensus That Could Crack · 25 min · Episode 134From the RBNZ's surprise hold rattling the Kiwi to the Bank of Canada on a knife edge, Guenter Grimm maps out what happens to FX and risk assets if central banks blink — and why…
- 2026 Midterm Preview: Can Republicans Hold Congress With Trump at Minus 23? · 31 min · Episode 133Kyle Kondik of Sabato's Crystal Ball joins LiveSquawk with Trump's net approval sitting near minus twenty-two to minus twenty-three nationally — more than double the drag he…
- Q3 Earnings Bubble Watch: When Does the Beat Streak Break? · 35 min · Episode 13285% beat rates and 29% blended earnings growth sound like a victory lap — but Christine Short of Wall Street Horizon flags a troubling parallel to Q3 2021, the last time revision…
- Quantum Clocks and Crypto Flows: The Institutional Risk No One Is Pricing In · 25 min · Episode 131Audy of Credo V makes the case that quantum computing timelines are shrinking faster than markets appreciate — and that institutional allocators are already pulling back from…
- Bond Market Paradox: Why Hot CPI Is Flashing Recession Signals · 52 min · Episode 130Hot CPI and PPI prints failed to break bonds — and Kevin Muir of the Macro Tourist thinks he knows why. With The Economist cover curse and AI bubble mechanics in play, Muir makes…
- Fed on Hold, Inflation Rising: What the FOMC Minutes Really Revealed · 39 min · Episode 129The FOMC minutes showed almost unanimous concern over upside inflation risks — yet rate hike expectations are falling. Ryan Littlestone of Forex Analytics breaks down what that…
- NFP Miss and the Fed's Fractured Voice: October Hike Bets Crumble · 37 min · Episode 128NFP Miss and the Fed's Fractured Voice: October Hike Bets Crumble A headline NFP print of just 29,000 sends October Fed hike odds to 20% — but Jamie Dutta of Vantage and…
- Bond Yields, Hawkish Banks, and a Structural Inflation Shift · 30 min · Episode 127Gregoire Dupont of Dupont Trading joins to break down a week dominated by SNB, Norges Bank, and Riksbank decisions — and why the collective hawkish drift across central banks…
- ECB Hike Is Priced In: Why the Euro and Yen Could Still Rally · 34 min · Episode 126The ECB is widely expected to hike rates by 25 basis points — but what happens if Lagarde stays hawkish? Beat Nussbaumer and Guenter Grimm break down the ECB’s inflation problem…
- NFP Relief Rally: Why the Dollar Didn't Take Off · 44 min · Episode 123162,000 payrolls and a revised July print put the jobs market back on solid footing — but two-year yields stalled at 4.42% and the dollar refused to break out. Ryan Littlestone…
- Walsh's Fed, Hawkish Dissents, and the September Hike That Probably Won't Happen · 44 min · Episode 125Kevin Walsh skipped the dot plot at his first meeting, wrote terser statements, and inherited three hawkish dissents. Marc Chandler maps out where the other six rate-hike…
- July FOMC Preview: When Zero Forward Guidance Meets a Hawkish Room · 24 min · Episode 124Trueflation at 1.29%, waste management volumes at pandemic lows, and record apartment concessions — the real economy is whispering recession while energy prices scream inflation…
- Oil's 12% Crash, FOMC Hawks, and the BoJ's Quiet Pivot · 31 min · Episode 123The Bank of Japan may be moving from biannual to quarterly hikes — a marginal policy shift with an outsized signal. Combined with a one-third market probability of a Fed hike…
- Temporary Pause or Turning Point? The ECB Decision That Could Shake Markets · 34 min · Episode 122Energy prices, geopolitical flashpoints, and a Japanese yen under serious pressure - it's a challenging backdrop for any central bank. Nussbaumer and Grimm dissect whether the…
- Q2 Earnings: Analysts Are Bullish - But Can Corporate America Deliver? · 29 min · Episode 121Estimates are going up, not down - and that alone should raise eyebrows. Christine Short of Wall Street Horizon joins LiveSquawk to unpack why analyst optimism is running…
- Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations · 32 min · Episode 120Chair 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…
- Weak NFP, Wobbly ECB, and a New Fed Chair: July's Global Reckoning · 35 min · Episode 119A 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…
- From Conflict to Contango: The Surprising State of Global Oil Markets · 26 min · Episode 118Rory 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…
