Morning Markets by Sam

Morning Markets by Sam

By SamBusinessInvesting
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Morning Markets by Sam episodes

  • Morning Markets - Thursday, October 1

    Micron's blowout quarter just set Asia on fire. The Nikkei surged three percent, US futures are green, and the AI trade is back in the driver's seat. Meanwhile Britain's 30-year bond yield just hit 6% for the first time since 1998.Today's rundown:- Micron's monster quarter and guidance: the AI memory boom in numbers- The global bond selloff deepens: UK gilts at 6%, US 30-year at its highest since 2002- A fresh Iran counter-proposal via Qatar, a Gaza phase-one deal, and South Korea's $200B US energy plan- Cool PCE, strong ADP, and why Friday's jobs report could move the Fed- Nike earnings after the close, ISM manufacturing at 10 AM ETEducational content only. Not financial advice.

    14 min
  • 30-Year Yield Hits 24-Year High as Hormuz Standoff Drags On | Morning Markets - Sept 30

    Today's rundown:- Hormuz standoff drags on: Trump says Iran will give up, but Qatari mediation is stalled and oil fell 2.6% Tuesday before bouncing- 30-year Treasury yield hits 5.62%, highest since 2002, as the global bond rout deepens- Blockbuster data day: PCE inflation and Q2 GDP this morning, Micron earnings after the bell- Carnival pops 11% on earnings beat; OpenAI's DevDay brings new agents and models- Canada corner: loonie at weakest since July despite $100 oilEducational content only - not financial advice.

    16 min
  • RBA Hikes to 4.60% as Bond Yields Hit 25-Year Highs

    Today's rundown:- RBA hikes 25bp to 4.60%, a 15-year high, as markets price a 75% chance of an October Fed hike- 10-year Treasury hits 5.27%, highest since 2007; 30-year touches 5.58%, not seen since 2002- Hormuz stays shut "until further notice"; Iran awaits a US response today; Brent holds near $107- Asia overnight: Nikkei -1%, Shanghai bucks the weakness; Europe firmer this morning- Gold steadies near $4,145 after Monday's 4% plunge; silver near $60.90- Monday recap: S&P -0.77%, Dow -347, Nasdaq -0.92% as yields surged; futures flat this morning- Movers: Summit Therapeutics +21% on AstraZeneca's $2B investment; Sangoma +35% on BRC acquisition; FICO -13% to -17% on FHFA mortgage pricing changes- Earnings: CarMax blows out (revenue $7.88B vs $6.95B expected); Carnival reports today; Micron on deck Wednesday- Today: JOLTS and consumer confidence at 10 AM ET, six Fed speakers; Canada GDP; week ahead: PCE Wednesday, jobs Friday- Canada corner: loonie near 3-month low despite $100+ oil; BoC decision Oct 28- US-China "30-for-30" tariff cuts, truce extended to Jan 10Educational content only - not financial advice.

    12 min
  • Hormuz Oil Shock, Multi-Decade Yields & a Monster Data Week - Monday, September 28

    Sam makes his Morning Markets debut with a packed show: oil jumps back over $106 after Trump rejects Iran's Hormuz proposal, and bond yields hit levels not seen since 2007. Plus UK housebuilders soar, Nvidia's giant buyback, and a huge week ahead with PCE inflation and the jobs report.


    Today's rundown:


    The Hormuz shock - what it means for oil prices

    Yields at multi-decade highs across the US, Japan, and Germany

    Overnight Asia and this morning's Europe

    Friday's US close and today's futures

    Earnings watch: Jefferies, Vail Resorts, Micron, Nike

    The data calendar: RBA decision Tuesday, PCE Wednesday, jobs Friday

    Canada corner: TSX, the loonie, and the Bank of Canada


    New episodes every weekday at 6 AM PST.

    15 min

About Morning Markets by Sam

From the publisher's feed

Start your trading day knowing what's moving money. Every weekday at 6 AM PT, host Sam breaks down what happened overnight and what could move markets today, Asia's close, Europe's open, oil, gold, currencies, bond yields, the biggest stock movers, earnings, and the economic data that actually matters, plus a Canada corner for TSX and loonie watchers. Fast, clear, no jargon, your 15-minute head start on the market open.