Capital Markets Quickie

Kevin Warsh used his first Jackson Hole speech as Fed chair to declare inflation too high, sending September rate-hike odds toward 60% while Wall Street slipped only modestly. Germany's Dax celebrated instead, climbing 0.8% to a fresh record high as falling oil prices and hopes for a Strait of Hormuz reopening added support.

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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.

Wall Street rewarded the earnings fireworks, with Nvidia jumping more than 8%, Salesforce and CrowdStrike posting double-digit gains and the Nasdaq climbing 1.3%. Attention now shifts to Jackson Hole, where hawkish Fed voices set the stage for Kevin Warsh's first big speech as Fed chair.

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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.

Salesforce stole Nvidia's spotlight, surging over 12% after hours on strong results, a raised outlook and the launch of Claudeforce with Anthropic, a plugin that brings sales work directly into Claude. Nvidia also beat, with revenue more than doubling and guidance of $108 billion, well above estimates.

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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 rose for a third straight day as yields eased, oil fell about 3% on Iran de-escalation signals and chip stocks rebounded ahead of Nvidia's earnings. After the bell, Intuit beat expectations with 14% revenue growth and its first $20 billion-plus year, though its fiscal 2027 outlook points to slower growth.

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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.

Semiconductor stocks slid on Monday ahead of Nvidia's crucial Wednesday earnings, dragging the Nasdaq down 0.8% while the Dow rose 0.3% on easing yields. Washington unveiled its 'Operation Economic Outcast' sanctions campaign against Iran, yet oil fell more than 2% and Bitcoin hit its highest level since May.

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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.

Stocks closed a turbulent week on a friendly note, with the Dow up about 1% as bond markets calmed and US business activity hit a four-year high, though all major indexes still posted weekly losses. Bitcoin surged 6.6% to $77,000 for its best week in two years, while gold climbed to a three-month high.

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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.

The Dow tumbled about 700 points on Thursday as bond yields rebounded, oil neared $100 and Walmart sank 9% after flagging a cautious US consumer despite beating earnings estimates. In stark contrast, South Korea's Kospi surged 5.9% on massive Samsung and SK Hynix shareholder-return plans.

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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 snapped a three-day losing streak on Wednesday after the Treasury said it would more than double its buybacks of longer-dated bonds, pulling yields off multi-decade highs. Moderna doubled on cancer vaccine data with Merck, while Asia saw a brutal chip selloff with the Kospi down 5.8%.

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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.

Global bond yields surged to multi-decade highs on Tuesday as the US-Iran standoff kept oil elevated, with the 30-year Treasury yield hitting a 19-year high. Semiconductors bore the brunt: the chip index plunged 5.5%, dragging the Nasdaq down 1.3% and the S&P 500 0.7% lower.

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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 on Monday as fears of a renewed US-Iran escalation pushed oil up more than 2.5% and the 30-year Treasury yield to its highest level in decades. Japan's Nikkei bucked the trend with a record close near 70,000, powered by a 15% surge in chipmaker Kioxia.

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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.