PODCAST: Daily Energy Markets - July 2nd

This Monday morning, Omar Najia warned oil and equities face downside as tensions and recession risks mount, urging cash over risk assets. Marc Howson highlighted tightening LNG supply and rising Asian prices driving demand destruction. Rachel Ziemba stressed US resilience and in ...  Show more

Today’s Daily Energy Markets podcast featured Vibhuti Garg, Iman Nasseri, Arne Lohmann Rasmussen, and Giacomo Prandelli discussing the Strait of Hormuz crisis and its global energy impact. Vibhuti highlighted India’s supply vulnerability, Iman assessed Gulf disruptions and storag ...  Show more

-- On todays episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggraben Holding AG join the show for a discussion on the current state of global macro & how those current macro factors are impacting ...  Show more

Global stock markets rally to fresh record highs amid upbeat developments in the automotive and artificial intelligence sectors, with gains extending beyond the US into European bourses. Meanwhile, Warren Buffett has re-entered acquisition mode for the first time since 2022, sign ...  Show more

Tariffs are at their highest rate in nearly a century, and the labor market is weakening. These are volatile times for the U.S. economy — but the stock market keeps going up.

Joe Rennison, a reporter covering financial markets for The New York Times, explains what is goi ...

Japanese equities surge to fresh record highs as Sanae Takaichi – known for being pro-stimulus - has won the LDP leadership and is likely to become the country's first female prime minister. Consequently, Japanese government bond yields have risen, while the yen weakened against ...  Show more