The Dairy Margin Squeeze: Is There any Relief...

To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboResearch update on current sheepmeat market dynamics and key themes for farmers. Disclaimer: Please refer to our ...  Afficher plus

Australia's foodservice sector is back in growth mode – but not in the way it used to be. The recovery is uneven, consumers are value‑driven, and the competitive terrain is reshaping as quick-service restaurant giants pull ahead. Michael Harvey and Jen Corkran join teams to discu ...  Afficher plus

Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management’s Gene Munster joins to break down the key takeaways from the day’s big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho’s Jared Holz digs ...

The sharp two-day selloff has wiped out more than 10% in both the S&P 500 and the Nasdaq. Bob Elliott, Unlimited CEO, and Keith Lerner, Truist Wealth Co-CIO, kick off with a deep dive into what’s driving the decline and where markets go from here. Pippa Stevens reports on the ...

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This episode is taken from the weekly roundup edition of the On The Margin podcast hosted by Mi ...  Afficher plus

The Federal Reserve’s independence in focus as the Justice Department opens a probe into Lisa Cook, and President Trump’s Fed board nominee Stephen Miran faces questions on the Hill. Plus The next stretch for Lululemon, as the retailer reports results. What the numbers mean fo ...