Sestante è un appuntamento quindicinale di aggiornamento sui mercati finanziari a cura di Massimiliano Maxia, Senior Fixed Income Product Specialist di Allianz Global Investors.

AllianzGI Sestante 18 luglio

Officials say 85 Palestinians seeking aid are killed in Gaza, why some Trump allies want to protect the Fed’s independence, and tips to beat the summer heat.

This Morning with Gordon Deal July 21, 2025

In this July 2025 episode of "Ask the Expert" from Sprott Money News, host Craig Hemke is joined by John Rubino, founder of the Dollar Collapse website and now author of a widely-read Substack. Together, they dive into major topics including the price of gold, the price of silver, and looming monetary shifts as political pressure on the Fed intensifies. They discuss Trump’s interest rate agenda, potential yield curve control, a looming bond market crisis, and the growing possibility of a new gold standard. John outlines the case for a crack-up boom and explains why silver may be on the verge of outperforming gold in a historic move. If you're thinking about how to buy gold or buy silver, this episode is for you.

The Economic Storm Ahead: Trump vs The Fed, and the Gold-Silver Domino Effect | John Rubino

Temporada 3. Episodio 12.
Todos los años, en invierno, sucede en la ciudad de Buenos Aires la Feria de Editores, también conocida como la FED. Una reunión donde podemos ver, recorrer y conocer alrededor de 300 editoriales en stands atendidos por su propios editores.

Una galera hoy cambia su forma habitual de solista y entrevista larga y se transforma en un relato coral, alrededor de 20 editoras y editores participan contando las novedades y eventos de esta FED 2025.

UNA GALERA Especial FED 2025

Nationwide's Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin share their insight into Q2 GDP and the Fed's decision to hold rates steady. [NFM-22911AO]

Fed holds steady despite moderating growth

Lo que parecía solo una amenaza más del presidente Trump, ahora se perfila como una realidad comercial que podría sacudir la economía de Brasil y tensar aún más el orden internacional. La Casa Blanca confirmó que entrarán en vigor aranceles del 50 % a productos brasileños. ¿Qué gana Trump con esto? Si hoy es Brasil, ¿mañana podría ser México? JP Spinetto, columnista de asuntos latinoamericanos en Bloomberg Opinion, nos habla al respecto.

En otros temas:

Congresistas estadounidenses visitan a Claudia Sheinbaum para hablar de comercio, migración y seguridad. Mañana sostendrá una llamada con Donald Trump / La Fed mantiene las tasas sin cambios en una decisión que divide por primera vez al Comité desde los años noventa.

31 Julio, 2025 - Lula y Trump

Fed holds rates steady, but two officials back a cut, why Trump’s new trade order is fragile, and Ozzy Osbourne revealed message he wanted on his headstone before death.


This Morning with Gordon Deal  July 31, 2025

Trumpova obchodní ofenziva, nejednotný Fed a silné výsledky technologických gigantů formují obraz aktuálního trhu. Meta a Microsoft překvapily investory, zatímco Komerční banka zůstala za očekáváním. Jak situaci čte makléř Jaromír Strnad? A jaké akcie právě teď sleduje? I o to rozebírá v aktuálním Traders Talk.

Traders Talk: Meta šokovala trhy, Microsoft jako sázka na dekádu a Komerčka zůstává v klidu

AAF President Douglas Holtz-Eakin and the Director of Regulatory Policy Dan Goldbeck join us to discuss the Fed’s latest decision, President Trump’s August 1 tariffs, and a six-month review of the administration’s regulatory agenda.

Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777
Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e

Ep. 174: The Fed's Decision, Trump's Tariffs, and the Administration's Regulatory Agenda

Dr. Jonathan Newman and Mises Summer Fellow, Jonathan Yen join Ryan to cover the Fed's latest policy meeting, the awful new jobs report, and rising debt levels.

The Fed and our Stagnating Economy

Tento týden nás čeká opět velké množství firemních výsledků, vedle nichž se bude sledovat dění kolem Fedu. Čeká nás nástup většiny amerických cel a o sazbách rozhoduje ČNB.

Obsah: 
00:00:46  Shrnutí výsledků Meta Platforms, Microsoftu a Applu 
00:04:49  Výsledky Berkshire Hathaway
 00:07:52   Výsledky Komerční banky a Erste Bank
 00:10:03   Trumpova cla a poslední snahy o vyjednávání
 00:15:38	  Personální rošády nejen ve Fedu 
00:20:40	  Výhled na výsledky Palantir Technologies
 00:25:25	  ČNB představí nový výhled 
00:28:50	  Pokles na akciích NovoNordisk  

Týdenní výhled: Většina cel vstupuje v platnost, v řešení Rusko a farma

This week, Sean Markowicz and Luke Pearce discuss the latest US employment report, the implications for the US Federal Reserve, and the Bank of England’s interest rate decision.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#334 Narrative reset?

What does Trump’s takeover of D.C. police mean, what happens when politicians meddle with economic data, and how to spot a flood-damaged car before you buy.

This Morning with Gordon Deal August 12, 2025

Americká inflace se drží nízko, a tak je Fed pod tlakem na snížení sazeb. Trump v celní válce s Čínou na poslední chvíli oddálil platnost vysokých cel. Na Wall Street hýbou náladami výsledky AMD, Uberu a Duolinga. Na domácí scéně reportoval ČEZ a spekuluje se o IPO CSG. A do toho přišlo nečekané smíření Donalda Trumpa se šéfem Intelu. 

Týdenní výhled: Americké čipy pro Čínu, Uber a Duolingo v pasti skepse a české IPO za 30 mld eur

Nationwide's Chief Economist Kathy Bostjancic and Financial Markets Economist Oren Klachkin analyze the impact from tariffs on July's CPI data and provide their outlook for inflation, the fed funds rate, and the overall economy. [NFM-22911AO]

Tariff's impact on inflation is still moderate

Summit Donalda Trumpa s Vladimirem Putinem, změny v portfoliu Berkshire Hathaway, schválení nových indikací pro lék Novo Nordisk, turbulence kolem větrných turbín Vestas, či očekávání zasedání centrálních bankéřů v Jackson Hole - to vše tvoří pestrý mix, který tento týden sledují investoři po celém světě.

Obsah:
00:00:19 Schůzka Putin-Trump
00:04:29 Přeskupení portfolia Berkshire Hathaway
00:09:38 Nové indikace pro Wegovy
00:13:30 Příznivější vítr pro Vestas
00:16:30 AI jako brzda pro evropské technologické akcie?
00:21:57 Akvizice Kofoly
00:22:25 Jackson Hole a Powell
00:26:30 Akciová raketa Rocket Lab

Týdenní výhled: Schůzka Trump-Putin vyznívá na trzích rozpačitě, hýbou se ledy na dánské burze

Following the softer than expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting. In this episode, Kevin Flanagan gives his thoughts on the Treasury yield curves to watch and where they may be headed in the months ahead. 

Basis point: 1/100th of 1 percent.

Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Basis Points: Steeper Curves Ahead

El Tribunal Electoral del Poder Judicial de la Federación (TEPJF) validó la elección a la Suprema Corte pese a las irregularidades que se presentaron, principalmente el uso de los llamados 'acordeones'. ¿Cómo blindar la próxima elección judicial frente a prácticas de voto encubierto o guiado? Miguel Ángel Lara Otaola, consejero internacional del Electoral Integrity Project, nos habla al respecto.

En otros temas:

Nuevo descarrilamiento del Tren Maya reaviva polémicas por corrupción e inseguridad en el proyecto emblema de López Obrador. Trump sigue su cruzada contra la FED: exige la renuncia de Lisa Cook, gobernadora de la Reserva Federal, por presunto fraude hipotecario.

21 Agosto, 2025 - El Tribunal validó

Vývoj na amerických akciových trzích, očekávání kolem Fedu a jeho rozhodnutí o sazbách, geopolitické drama kolem Nvidie i ČEZ a úvahy o zestátnění. To jsou hlavní témata podcastu Traders Talk s Gabrielou Rainovou a Martinem Uherem. Načerpejte inspiraci pro akcie, které sledovat na americkém i evropském trhu.

Obsah:
00:00:14 Americké akcie 
00:01:30 Fed a čekání na Jackson Hole
00:04:30 Nvidia pod tlakem Číny
00:07:06 Jakou akcii sledovat v USA
00:08:20 Jako akcii sledovat v Evropě
00:10:08 ČEZ a možné zestátnění

Trhy čekají na Fed, ČEZ na možné zestátnění a co sledovat v USA i Evropě

Allianz Global Investors è uno dei principali asset manager attivi, con 571 miliardi di euro di patrimonio in gestione per investitori privati, famiglie e istituzioni. Investire in modo attivo, e a lungo termine, significa offrire un servizio di eccellenza ai nostri clienti e generare valore in ogni momento del percorso insieme.

(Dati al 31/12/24)

Inspirace pro Vaše investice. Podcasty retailové jedničky mezi brokery Patria Finance, jejíž součástí je respektovaný ekonomický a investiční portál Patria.cz. Zaposlouchejte se do investičních tipů, tržních výhledů, investičního vzdělávání a osvěty nebo rozhovorů se zajímavými osobnosti světa investování i byznysu.

Wake up with "This Morning: America's First News."  Gordon Deal and news anchor Nicole Murray go beyond the headlines with the day’s first look at news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.

The Mises Institute, founded in 1982, is an educational institution devoted to advancing Austrian economics, freedom, and peace in the classical-liberal tradition. Our website offers many thousands of free books and thousands of hours of audio and video, along with the full run of rare journals, biographies, and bibliographies of great economists.

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Established in February 2008, Sprott Money Ltd. is a leading precious metals dealer selling gold coins, silver coins and bullion bars online and over the phone.  As one of Canada’s largest owners of gold and silver bullion, the company’s goal is to facilitate ownership of precious metals no matter how big or small the portfolio.

Since its inception Sprott Money Ltd. has prided itself on superior customer relations, providing its clients with only the highest quality bullion products in addition to delivering them discreetly and on time.

Learn more about Sprott Money through our informational podcasts and get the latest Gold & Silver news, precious metals market news and the economy. Featuring interviews by Eric Sprott and leading precious metals experts, this is your go-to resource for gold, silver, and platinum.

Disclaimer: The opinions expressed here are for general information purposes only and should not be construed as trade recommendations, nor a solicitation of an offer to buy or sell any precious metals product. The material presented is based on information that we consider reliable, but we do not represent that it is accurate, complete and/or up to date, and it should not be relied on as such.

You wondered. We explained. 

AAF experts provide clear, data-driven insight into today’s economic and domestic policy issues.

Welcome to Word on the Street, a weekly podcast from Barclays Bank where our experts help ordinary investors make sense of the latest news and events impacting the world’s financial markets.

Please note that past performance is not a guarantee of future performance. All investments can fall as well as rise in value and you can lose some or all of your money. Additionally, this podcast does not constitute an investment recommendation.

Somos el podcast de noticias al alcance de tu mano: #Broojula con Ana Paula Ordorica.  Infórmate en menos de 30 minutos en tu plataforma favorita.

New tracks tagged #FED