"No More Candy for You"

"No More Candy for You"

Stocks are ripping higher today and yields are rising, as multiple Federal Reserve officials are telling the market that the central bank is still hawkish about inflation and talk of a “pivot” is premature. “You’ve had enough candy, no more for you,” is how Peter Boockvar puts it in his latest report. Peter, the chief investment officer at Bleakley Advisory Group, said of today’s Institute for Supply Management’s services index data for July that “the headline increase but the shrinking breadth of economic growth points to the growing mixed bag but slowing trend of the US economy.” He joins Andreas Steno Larsen for today’s Daily Briefing to talk about weakening economic data and the Fed’s path from here. We also hear from David Woo about the trajectory of U.S. growth and what it means for markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2081)

Year-End Macro Wrap | Macro Mondays: December 22, 2025

Year-End Macro Wrap | Macro Mondays: December 22, 2025

🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what ...

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Are We Getting Rekt in 2026? | REKT Vision (December 19, 2025)

Are We Getting Rekt in 2026? | REKT Vision (December 19, 2025)

🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/4hYsZkc This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Grant, found...

19 Joulu 20251h 5min

BOJ Rate Hike, EU Loan to Ukraine, and Bitcoin Volatility: PALvatar Market Recap, December 19 2025

BOJ Rate Hike, EU Loan to Ukraine, and Bitcoin Volatility: PALvatar Market Recap, December 19 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

19 Joulu 20255min

Solana Breakpoint 2025 Wrap-up from Abu Dhabi

Solana Breakpoint 2025 Wrap-up from Abu Dhabi

🔥 *Crypto Gathering Miami 2026: Get your tickets today:* https://rvtv.io/3K36sq1 Key takeaways from Solana Breakpoint and what to watch in 2026. Real Vision’s Artur Osinski and Bijan Maleki wrap up...

18 Joulu 20259min

Soft U.S. Inflation, BoE Rate Cut, and Crypto Volatility: PALvatar Market Recap, December 18 2025

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

18 Joulu 20255min

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

🔥 Not a conference. A community gathering: https://rvtv.io/3K36sq1 Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas b...

17 Joulu 202532min

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

17 Joulu 20255min

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

16 Joulu 20256min

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