1005 | Yields, Oil and Big Deals: A Week of Market Stress
From record-high yields and Europe's fiscal jitters to oil's swings, big M&A, and AI money, we connect the market moves shaping the week.
1002 | Jobs Miss, Fuel Release, and a Week of Market Shocks
A soft September jobs report shakes rate expectations, the G7 taps emergency diesel stocks, France's bond crisis deepens, and companies from Paramount to Nike make big moves. A quick tour of the day's economics, markets, and business news.
0930 | Markets at a Crossroads: Bonds, AI Bets, and Big Deals
This episode follows the market's inflation-era bond selloff and its sharp reversal in munis, the AI trade's bull-and-bear split plus Micron's surge, big corporate financing and deals from Paramount to Hertz, AI regulation and safety probes in Washington, and consumer and policy stories shaping household spending.
0929 | Fed Watch, AI Frenzy, and Money Moves: Today's Market Rundown
From the Fed's inflation report and record-low consumer confidence to Nvidia's huge buyback, Paramount's mega-bond deal, Canada's investment surge and the prediction market boom — a tour of the market-moving headlines, plus practical money news for families and investors.
0928 | Yields, AI Deals and a Squeezed Consumer
From record Nvidia buybacks and a wave of AI dealmaking to soaring bond yields, Iran oil tensions, and a strained consumer, we break down the stories moving markets and business this week.
0925 | Yields, Summits, and Sewers: The Week That Shook Markets
A fast tour of the week's biggest stories: Treasury yields at multi-decade highs and what that means for your wallet, the Trump-Xi summit's spectacle over substance, the Iran conflict rattling oil markets, the AI race from Microsoft's Copilot revamp to Anthropic's Pentagon blacklisting, AI's growing grip on hiring and Hollywood, a look at global politics and security, health and money news, and the East Coast storm. Plus a few strange headlines along the way.
0924 | Yields Surge, Diesel Spikes, and Markets Brace
A bond-market rout pushes 30-year Treasury yields to two-decade highs, rattling stocks, loans, and the Fed's next move just as oil and record diesel prices stoke inflation fears. We connect those pressures to the Trump-Xi summit, the fight over AI policy, and a busy day of company news.
0922 | AI Rally, Rate Risks and a Perilous World: Markets Head Into October
Wall Street sits near record highs even as investors grow nervous about AI disruption, elevated rates, and trade and war risks. We break down the AI trade winners and losers, the Fed's inflation fight and what it means for bonds and the market, oil and the US–Iran standoff, Washington at the UN ahead of the midterms, the IPO and dealmaking pipeline, and the day's notable stock moves.
0921 | Oil Diplomacy, AI Chip Frenzy and a Big Week of Deals
Oil slips on US-Iran diplomacy while Russia extends its diesel export ban, chipmakers rally on Meta's new AI agent, and we check in on crypto, ETFs, a wave of dealmaking, and the week's politics from the UN to the White House press fight.
0918 | Rates Rise, Ripples Spread: Markets, Missteps and Main Street Millions
A faster-moving Fed, a firmer dollar, and wobbling investor sentiment set the scene, while a fresh report faults the Fed's own oversight of Silicon Valley Bank. Then we turn to corporate shake-ups — from Volkswagen to Buffett — and the fight for AI supremacy ahead of the Trump-Xi summit, before closing on consumer trends and the stories hiding in plain sight.
0917 | Fed Hike Fallout: From Treasuries to Tokenized Stocks
The Fed raises rates for the first time in three years — we follow the shock through Treasuries, munis, leveraged loans and Citigroup's record bond sale, then pivot to AI safety warnings, tokenized stocks, chip and data-center demand, oil and the Iran war, and close with Fukuyama, volleyball and the week's offbeat headlines.
0915 | Yields at 2007 Highs, AI's Safety Split, and Oil on Edge
Treasury yields hit their highest since 2007 ahead of a Fed decision, the AI safety debate splits Washington and Silicon Valley, Middle East war drives oil and costs, and a sweep of company and political news rounds out the day.
0914 | AI Jitters, Oil Shock and a 5% Yield: Markets Under Pressure
A fast tour of a tense market day: AI leaders call for a slowdown and tech sells off, oil spikes after Saudi pipeline attacks, bond yields top 5% ahead of a likely Fed hike, plus crypto legislation, IPOs and corporate headlines.
0911 | Remembering 9/11, Inflation Heat, and the AI Money Wave
Twenty-five years after 9/11, we revisit Lower Manhattan's transformation and Cantor Fitzgerald's legacy of giving, then pivot to today's pressures: hot inflation and a Fed on the brink, an oil shock driven by the Iran war, the AI spending boom reshaping markets and debt, and a final look at odds and ends from the week's news.
0910 | Oil Shock, Rate Fears, and a Market Reordering
Oil near record highs and rate-hike odds are reshaping markets, from bonds and mortgages to stocks and earnings, plus the week's biggest company news and a look at sports, media, and crypto.
0909 | Oil at $100, Bond Bets and Big Deals
Oil breaks $100 on US-Iran escalation, Treasury buybacks and trade threats roil markets, and major deals reshape aerospace, energy, and AI.
0908 | Oil, Bonds and Tariffs: A Markets on Edge Episode
Markets are on edge as oil nears $99 amid US-Iran escalation and bond yields surge, while tariffs reshape trade and pharma, corporate scandals and IPOs make headlines, and AI keeps fueling tech and data-center stories.
0903 | Fed Fault Lines, Credit Calm, and a Volatile World
A calmer stock market hides big crosscurrents: Fed officials split over rate hikes, credit and Treasury markets flashing warnings, corporate drama from Nvidia's Hugging Face deal to Campbell's slump, and geopolitics from oil surges to tariffs. Plus travel, retirement savings, and a Honey Deuce cocktail to close.
0902 | Oil, Yields, and a $17 Billion Exit: Markets in Motion
From a widening US-Iran conflict pushing oil toward $90 and Treasury yields to multi-year highs, to KKR's $3.3 billion payday, the Angels' record sale, and the AI buildout hitting local resistance — a tour of the deals, data, and decisions moving markets today.
0831 | S&P 500 Drops, Yields Top 4.75%, Oil Above $90, Utility Stocks Slide
U.S. stocks slid on Monday as the U.S. and Iran exchanged strikes for the first time in about a month, pushing Brent crude above $90 a barrel and pressuring rate-sensitive sectors like utilities. California utility stocks plunged after lawmakers struck a wildfire liability deal, and the 10-year Treasury yield topped 4.75% for the first time since January 2025 as rate-hike bets built. This episode covers the market fallout from the Middle East conflict, the oil and Venezuela angle, gold and silve