Capital Markets Quickie

This week, markets shift their attention from tech momentum to the real economy, with the May jobs report taking center stage on Friday. Retail earnings, labor market signals, and Kevin Warsh’s new Fed communication style could all shape investor expectations.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

U.S. stocks closed at record highs as investors reacted to possible progress in U.S.-Iran talks and another strong signal from the AI trade. Dell’s earnings boosted confidence in data center demand, while markets continued to watch energy prices and the Federal Reserve outlook.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

US stocks closed at fresh record highs after reports of progress in US-Iran negotiations helped ease some pressure in oil markets. Strong AI-driven earnings from Snowflake, Marvell, and HP added momentum, while inflation data kept the Fed debate alive.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

U.S. stocks reached fresh records yesterday as oil prices fell and hopes around the Strait of Hormuz briefly supported market sentiment. At the same time, AI momentum cooled slightly, while Salesforce delivered strong earnings but softer guidance.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

US stocks moved higher as tech led the market and oil prices continued to cool. Investors welcomed signs of diplomatic progress between Washington and Tehran, although inflation and Fed risks remain in focus.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

This week, investors focus on retail earnings to understand whether consumers are still spending despite inflation, high gas prices, and a weaker job market. At the same time, results from major technology companies may offer fresh clues about the strength of the AI trade.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

US stocks ended the week higher as investors reacted to signs of progress in US-Iran peace talks. The episode looks at the rally, inflation worries, consumer sentiment, and why the Strait of Hormuz remains important for markets.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Markets moved higher as hopes for a U.S.-Iran deal helped calm oil prices and support investor sentiment. Nvidia remained in focus after earnings, while Walmart delivered strong results and showed continued strength in consumer spending.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

US stocks rebounded as oil prices fell, bond yields eased, and investors prepared for Nvidia’s earnings. After the close, Nvidia beat expectations again, with strong revenue, earnings, and record data center sales.

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

US stocks fell as Treasury yields jumped, oil prices fueled inflation concerns, and technology shares came under pressure again. Nvidia’s earnings are now the major test for the artificial intelligence trade and broader market sentiment.

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https://www.linkedin.com/in/endrit-cela/

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Disclaimer for "Capital Markets Quickie" Podcast:

The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.