Episodes

Friday Apr 18, 2025
Friday Apr 18, 2025
Explore the latest IMF Global Financial Stability Report, which highlights the profound impact of geopolitical risks on global financial stability. Discover how wars and trade restrictions are affecting asset prices, with emerging markets facing the greatest challenges. Learn about the IMF's recommendations to mitigate these risks and the specific vulnerabilities of developing economies. Tune in for an in-depth analysis of the financial implications of global tensions.Sources:https://www.imf.org/en/Publications/GFSR/Issues/2025/04/22/global-financial-stability-report-april-2025https://www.elibrary.imf.org/display/book/9798229003261/9798229003261.xmlhttps://www.imf.org/en/Blogs/Articles/2025/04/14/how-rising-geopolitical-risks-weigh-on-asset-priceshttps://www.imf.org/-/media/Files/Publications/GFSR/2025/April/English/ch2sum.ashxhttps://www.imf.org/-/media/Files/Publications/GFSR/2025/April/English/ch2.ashxhttps://discoveryalert.com.au/news/geopolitical-risks-reshaping-global-markets-2025/https://english.ahram.org.eg/NewsContentP/3/544545/Business/IMF-warns-of-sharp-asset-price-declines-over-risin.aspxhttps://www.youtube.com/watch?v=ZlpLiiii8oMhttps://www.imf.org/en/Publications/WEO/Issues/2025/04/22/world-economic-outlook-april-2025https://blogs.cfainstitute.org/investor/2025/04/14/how-tariffs-and-geopolitics-are-shaping-the-2025-global-economic-outlook/

Thursday Apr 17, 2025
Thursday Apr 17, 2025
In today's episode, we delve into the ongoing trade tensions between the United States and China and their impact on global markets. Despite slight gains in US stock indexes, uncertainty looms with temporary tariff exemptions and China's retaliatory measures. We explore the potential long-term effects on the global economy and what investors should watch for in this evolving situation. Join us for expert insights and analysis on these critical developments.Sources:https://www.politico.com/news/2025/04/12/china-trade-war-exports-00287123https://www.latimes.com/world-nation/story/2025-04-17/forget-iphones-trumps-tariff-war-could-reshape-us-economy-and-usher-in-a-new-world-orderhttps://www.weforum.org/stories/2025/04/tariffs-trade-tensions-storm-cloud-stocks-financial-markets/

Sunday Apr 13, 2025
Sunday Apr 13, 2025
Explore the U.S. Treasury's new deregulation initiative aimed at reducing costs for small businesses by eliminating outdated rules. Treasury Secretary Scott Bessent's plans to review bank regulations and the mixed reactions from stakeholders are discussed. Delve into the broader implications for the financial sector and the balance between economic growth and regulatory safeguards.Sources:https://natlawreview.com/article/mcdermott-check-april-11-2025https://www.americanbanker.com/news/bessent-defends-tariffs-calls-for-deregulationhttps://uk.practicallaw.thomsonreuters.com/w-045-6931?transitionType=Default&contextData=%28sc.Default%29https://www.hklaw.com/en/insights/publications/2025/04/hk-health-dose-april-8-2025https://www.theglobaltreasurer.com/2025/04/10/regulatory-relief-financial-small-biz/https://economictimes.com/news/international/global-trends/tariffs-caused-us-treasury-market-dislocations-raising-longer-term-concerns/articleshow/120146751.cmshttps://www.thinkadvisor.com/2025/04/10/will-the-secs-new-chief-pivot-from-deregulation-probably-not/https://www.citigroup.com/global/insights/us-tariffs-how-wrenching-for-the-global-economyhttps://www.housingwire.com/articles/bessents-deregulation-plans-would-boost-mortgage-lending-for-banks/https://www.govexec.com/management/2025/04/trump-directive-aims-speed-deregulation-nixing-public-input/404474/

Thursday Apr 10, 2025
Thursday Apr 10, 2025
In a historic market rally, the S&P 500 surges 9.5% following former President Trump's announcement of a temporary pause on most global tariffs. Despite ongoing high tariffs on China, tech and airline sectors see significant gains. Analysts weigh in on the implications of this temporary measure and its impact on global trade tensions.Sources:https://www.pbs.org/newshour/economy/u-s-stocks-shoot-to-historic-gains-after-trump-pauses-most-of-his-tariffshttps://www.youtube.com/watch?v=5jWb2U_CBrshttps://www.investopedia.com/dow-jones-today-04092025-11711763https://www.cbsnews.com/news/stock-market-today-dow-jones-china-tariffs-trump-04-09-25/https://abcnews.go.com/Business/asian-markets-us-futures-slide-trumps-new-china/story?id=120626507

Wednesday Apr 09, 2025
Wednesday Apr 09, 2025
In today's episode, we delve into the escalating trade tensions as the U.S. imposes steep tariffs on major economies, prompting retaliatory measures from China. We explore the significant market disruptions and potential long-term economic impacts of this shift towards protectionist policies. Join us for an in-depth analysis of the evolving global trade landscape.Sources:https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/https://www.hklaw.com/en/insights/publications/2025/04/president-trump-announces-10-percent-global-tariff-11-percenthttps://www.cbsnews.com/news/tariffs-trump-in-effect-104-percent-china/https://www.oxfordeconomics.com/resource/tariffs-and-their-global-impact-a-note-from-the-desk-of-our-chief-economist/https://www.tradecomplianceresourcehub.com/2025/04/08/trump-2-0-tariff-tracker/https://www.whitehouse.gov/presidential-actions/2025/04/regulating-imports-with-a-reciprocal-tariff-to-rectify-trade-practices-that-contribute-to-large-and-persistent-annual-united-states-goods-trade-deficits/

Monday Apr 07, 2025
Monday Apr 07, 2025
In today's episode, we delve into the Federal Reserve's March 2025 meeting minutes, revealing the decision to hold interest rates steady amidst a challenging economic landscape. We explore the impact of tariffs on manufacturing costs, the potential for stagflation, and the Fed's cautious approach to monetary policy. Join us as we discuss the implications for financial markets and the key economic indicators to watch in the coming months.Sources:https://www.federalreserve.gov/newsevents/speech/jefferson20250403a.htmhttps://www.nebraskarealty.com/blog/post/will-interest-rates-hit-5--in-2025-https://www.thestreet.com/economy/inflation-would-like-a-word-pleasehttps://www.federalreserve.gov/newsevents/speech/powell20250404a.htmhttps://www.morningstar.com/markets/what-do-new-trump-tariffs-mean-fed-interest-rate-cutshttps://www.foxbusiness.com/economy/trump-calls-feds-powell-cut-interest-rates-stop-playing-politicshttps://www.federalreserve.gov/newsevents/speech/kugler20250402a.htmhttps://www.investopedia.com/interest-rate-outlook-trump-tariffs-federal-reserve-powell-11709234https://www.investopedia.com/what-to-expect-in-the-markets-this-week-update-trump-tariffs-dow-11708734https://www.thestreet.com/economy/markets-cant-wait-forever-for-fed-interest-rate-cutshttps://www.staradvertiser.com/2025/04/01/breaking-news/tariff-woes-depress-u-s-manufacturing-erode-labor-demand/https://www.federalreserve.gov/releases/h41/20250403https://www.morningstar.com/markets/what-do-new-trump-tariffs-mean-fed-interest-rate-cutshttps://www.cfodive.com/news/us-manufacturing-output-employment-fall-tariffs-fuel-higher-prices-inflation-GDP-Trump-economy/744151/https://www.gibsondunn.com/monthly-bank-regulatory-report-march-2025/https://abcnews.go.com/Business/fed-chair-powell-expects-trumps-tariffs-hike-inflation/story?id=120489662https://www.cfbenchmarks.com/blog/market-outlook-q2-2025https://www.federalreserve.gov/newsevents/2025-april.htmhttps://www.ismworld.org/supply-management-news-and-reports/news-publications/inside-supply-management-magazine/blog/2025/2025-04/report-on-business-roundup-march-2025-manufacturing-pmi/https://www.federalreserve.gov/newsevents/speech/kugler20250402a.htm

Sunday Apr 06, 2025
Sunday Apr 06, 2025
Explore the impact of skyrocketing credit card interest rates on U.S. consumers, with 60% of cardholders now carrying monthly balances. Discover how these rates are affecting different demographics and the broader economy, and learn strategies to manage rising debt burdens.Sources:https://www.lendingtree.com/credit-cards/study/average-credit-card-interest-rate-in-america/https://www.nbcphiladelphia.com/news/business/money-report/60-of-americans-carry-a-credit-card-balance-as-interest-rates-top-20-fed-report-finds/4149817/https://www.bankrate.com/credit-cards/zero-interest/better-interest-rates-smaller-banks/https://www.businessinsider.com/credit-card-interest-rate-cap-debt-delinquencies-alexandria-ocasio-cortez-2025-4https://www.cbsnews.com/news/stuck-with-credit-card-debt-in-todays-economy-dont-do-this/https://www.abfjournal.com/consumer-debt-tariffs-fuel-uncertainty-says-turning-rock-in-market-update/https://www.altra.org/about-us/rates/visa-credit-card-program-rates/https://www.kansascityfed.org/research/economic-bulletin/subprime-credit-card-delinquencies-have-fallen/https://www.nbclosangeles.com/news/business/money-report/60-of-americans-carry-a-credit-card-balance-as-interest-rates-top-20-fed-report-finds/3668510/?os=dio____https://www.nerdwallet.com/best/credit-cards/low-interest

Friday Apr 04, 2025
Friday Apr 04, 2025
In today's episode, we delve into the significant declines in U.S. stock markets triggered by new tariffs announced by President Trump. The Dow Jones, Nasdaq, and S&P 500 have all suffered substantial losses, raising concerns about a potential recession. We explore the widespread impact on various sectors, the pessimistic outlook from economists, and what investors are watching for guidance amidst this economic uncertainty. Join us as we unpack these developments and their far-reaching implications.Sources:https://www.investopedia.com/dow-jones-today-04032025-11708250https://www.nbcdfw.com/news/politics/president-trump/trump-administration-tariffs-reactions-april-03-2025-live-updates/3807217/https://www.coindesk.com/markets/2025/04/03/u-s-recession-odds-surge-in-prediction-markets-on-tariff-shock-what-next-for-btchttps://time.com/7274531/trump-tariffs-is-the-us-heading-into-a-recession-stock-market-fears/https://www.morningstar.com/news/marketwatch/20250403342/recession-fears-roiled-us-markets-after-trumps-tariffs-what-investors-need-to-hear-from-feds-powell-on-friday

Thursday Apr 03, 2025
Thursday Apr 03, 2025
Visa makes a strategic $100 million offer to acquire Apple's credit card payment network, aiming to outpace Mastercard and American Express. This move could redefine Visa's role in the tech-driven financial sector. Explore the implications for Apple and the competitive landscape in today's episode.Sources:https://www.mitrade.com/insights/news/live-news/article-3-735326-20250402https://www.paymentsjournal.com/no-buyers-for-the-apple-card-but-the-technology-is-hot/https://www.ibtimes.co.uk/visa-makes-77-million-pitch-run-apples-credit-card-goldman-sachs-bows-out-1732332https://macdailynews.com/2025/04/02/visa-offers-roughly-100-million-to-take-over-apple-card-from-mastercard/https://www.fstech.co.uk/fst/Visa_Offers_Apple_100m_To_Replace_Mastercard_As_Credit_Card_Partner.phphttps://9to5mac.com/2025/04/01/apple-card-amex-visa-payments/https://www.techtimes.com/articles/309843/20250401/apple-cards-next-partner-visa-amex-mastercard-reportedly-talks-become-new-payment-network.htmhttps://www.cnet.com/personal-finance/credit-cards/visa-allegedly-makes-a-bid-to-unseat-mastercard-as-apple-cards-partner/https://appleinsider.com/articles/25/04/01/mastercard-may-be-in-for-a-fight-to-stay-apple-card-network-providerhttps://www.consumeraffairs.com/news/visa-makes-100-million-play-for-apple-card-040225.html

Tuesday Apr 01, 2025
Tuesday Apr 01, 2025
In today's episode, we delve into ING's ambitious €2.0 billion share buyback program, which has already achieved nearly 75% of its target. Discover how this initiative is reshaping the company's financial strategy and enhancing shareholder value. Join us as we explore the details of recent share repurchases and the strategic thinking behind this significant financial maneuver.Sources:https://www.ing.com/Newsroom/News/Press-releases/Progress-on-share-buyback-programme-121.htmhttps://stockanalysis.com/stocks/ing/https://www.globenewswire.com/news-release/2025/04/01/3052985/0/en/Progress-on-share-buyback-programme.htmlhttps://www.caimmo.com/fileadmin/documents/Finanzberichte/2024/Annual-Financial-Report-2024.pdfhttps://stockanalysis.com/quote/etr/INN1/https://seekingalpha.com/symbol/INGhttps://www.globenewswire.com/search/keyword/FrameWorks/load/before?page=32&pageSize=10https://finviz.com/quote.ashx?t=INGhttps://www.finanznachrichten.de/nachrichten-2025-04/64988101-ing-group-progress-on-share-buyback-programme-399.htmhttps://via.ritzau.dk/pressemeddelelse/14335624/trifork-group-ag?publisherId=90446&lang=en





