Hosts Ryan and Michael deliver a candid live recap of yesterday’s market action, key futures levels, and what to watch in today’s trading — from S&P pauses to commodity breakouts.

They discuss UK political fallout including the OBR chief’s resignation and potential US–UK pharma trade impacts, plus global headlines on rare earths, energy and macro data like the ISM PMI.

The episode rounds out with corporate and AI news: Nvidia’s deals, OpenAI’s internal 'code red' response to Google’s Gemini, and other overnight stories investors should note.