Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Macroeconomics

<ul><li>Fed Chair Jerome Powell's dovish signal at Jackson Hole boosted markets and broke a five-day losing streak</li><li>July Fed minutes showed a hawkish tone regarding inflation risk and reluctance to cut rates, but Powell hinted at possible rate cut in September</li><li>US labor market concerns deepen with rising jobless claims, while housing market shows weakness and retail sales increase 4% in July; Canada to remove half of retaliatory tariffs on US goods</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Fed Chair Jerome Powell's dovish signal at Jackson Hole boosted markets and broke a five-day losing streakJuly Fed minutes showed a hawkish tone regarding inflation risk and reluctance to cut rates, but Powell hinted at possible rate cut in SeptemberUS labor market concerns deepen with rising jobless claims, while housing market shows weakness and retail sales increase 4% in July; Canada to remove half of retaliatory tariffs on US goodsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

<ul><li>Phil Suttle is a leading global economist and founder of Suttle Economics</li><li>The US economy is experiencing below trend growth, potentially due to a slowdown in labor supply</li><li>The Federal Reserve is focused on the unemployment rate as a key indicator for potential easing of monetary policy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Phil Suttle is a leading global economist and founder of Suttle EconomicsThe US economy is experiencing below trend growth, potentially due to a slowdown in labor supplyThe Federal Reserve is focused on the unemployment rate as a key indicator for potential easing of monetary policyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Chief Economist, Aletheia Capital

Dr. Jim Walker

Chief Economist

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

<ul><li>Both the Federal Reserve and Bank of Japan kept interest rates steady, despite inflationary pressures </li><li>The U.S. faces rising debt servicing costs due to heavy bond issuance, reinforcing the case for sustained higher interest rates</li><li>Expect further normalization in rates globally, with a likely rise in the 10-year U.S. Treasury yield and a bullish outlook on the Japanese Yen.</li></ul>

Both the Federal Reserve and Bank of Japan kept interest rates steady, despite inflationary pressures The U.S. faces rising debt servicing costs due to heavy bond issuance, reinforcing the case for sustained higher interest ratesExpect further normalization in rates globally, with a likely rise in the 10-year U.S. Treasury yield and a bullish outlook on the Japanese Yen.

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 August 2025

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul>
<li>David discusses US inflation outlook and sees signs of tariff-induced inflation, still maintains Fed cut only in December</li>
<li>Market reacts to potential firing of Chair Powell by Trump, unlikely due to short remaining term</li>
<li>Labor market and tariff-related inflation key factors in Fed decision-making, Fed cut pricing at only slightly higher than 50% for September</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


David discusses US inflation outlook and sees signs of tariff-induced inflation, still maintains Fed cut only in December
Market reacts to potential firing of Chair Powell by Trump, unlikely due to short remaining term
Labor market and tariff-related inflation key factors in Fed decision-making, Fed cut pricing at only slightly higher than 50% for September

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>DM swap spreads exhibit correlation but also have idiosyncratic drivers</li><li>Central bank balance sheet evolution and money market rates are identified as top drivers of DM swap spreads</li><li>Fed expected to continue QT, ECB and BoJ expected to normalize balance sheets, impacting swap spreads</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

DM swap spreads exhibit correlation but also have idiosyncratic driversCentral bank balance sheet evolution and money market rates are identified as top drivers of DM swap spreadsFed expected to continue QT, ECB and BoJ expected to normalize balance sheets, impacting swap spreadsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

IShares US Treasury Bond is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE U.S. Treasury Core Bond Index.

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iShares US Treasury Bond ETF (GOVT US)

Briefing. Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze

Overall, the market had a volatile week with mixed economic indicators, including dovish remarks from Fed Chair Powell and positive trade news from...

The Synopsis

Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment

Phil Suttle, founder of Suttle Economics and global economist, discusses the impact of Trump's policies on the labor force supply and predicts...

Macro Hive Conversations With Bilal Hafeez

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 August 2025

Both the Federal Reserve and Bank of Japan kept interest rates steady, despite inflationary pressures The U.S. faces rising debt servicing...

Dr. Jim Walker

The Week Ahead – Signs of Tarifflation

Andrei Szczepanyak predicts Chair Powell will likely complete his term in Europe, while tariff threats on the EU and upcoming Japanese elections...

Nomura – The Week Ahead

US Rates: DM swap spread outlook

The correlation of DM swap spreads over long periods varies, with US spreads tightening by 20 basis points since the pandemic and Boon spreads...

At Any Rate

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)