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This week, Anthony and Piers dive into the Fed’s unexpected “risk management” rate cut, what does that even mean? And why is Powell suddenly more concerned about jobs than inflation?
Then it's on to Trump’s latest bombshell, scrapping quarterly earnings in favour of semiannual reports. Maverick nonsense or a legitimate debate about investor pressure and corporate costs?
Finally, the team dissect the failed sale of Argos from Sainsbury’s to JD.com. Why did the deal collapse? What does it say about cross-border M&A, boardroom discipline, and China’s global shopping spree?
Whether you’re trading the headlines or prepping for a finance interview, this episode is packed with the market mechanics and strategic insight you need.
(00:00) Intro & News in Focus
(02:23) Fed Rate Cut & Market Implications
(10:03) Trading Psychology & Market Reactions
(11:55) Fed Dot Plots Explained
(18:21) Trump’s Corporate Earnings Proposal
(20:21) Press Bias & News Interpretation
(21:00) Quarterly vs. Semiannual Reporting
(26:12) Tech's Role in Corporate Transparency
(31:30) Argos Deal Breakdown
(42:43) Investor Sentiment & M&A Takeaways
4.8
2222 ratings
This week, Anthony and Piers dive into the Fed’s unexpected “risk management” rate cut, what does that even mean? And why is Powell suddenly more concerned about jobs than inflation?
Then it's on to Trump’s latest bombshell, scrapping quarterly earnings in favour of semiannual reports. Maverick nonsense or a legitimate debate about investor pressure and corporate costs?
Finally, the team dissect the failed sale of Argos from Sainsbury’s to JD.com. Why did the deal collapse? What does it say about cross-border M&A, boardroom discipline, and China’s global shopping spree?
Whether you’re trading the headlines or prepping for a finance interview, this episode is packed with the market mechanics and strategic insight you need.
(00:00) Intro & News in Focus
(02:23) Fed Rate Cut & Market Implications
(10:03) Trading Psychology & Market Reactions
(11:55) Fed Dot Plots Explained
(18:21) Trump’s Corporate Earnings Proposal
(20:21) Press Bias & News Interpretation
(21:00) Quarterly vs. Semiannual Reporting
(26:12) Tech's Role in Corporate Transparency
(31:30) Argos Deal Breakdown
(42:43) Investor Sentiment & M&A Takeaways
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