LiveSquawk Market Talk

A soft jobs report hands the Fed's new chairman an unexpected reprieve - but is the labor market cooling or cracking? Harry and Jamie Dutta weigh in on what the NFP miss really means for rate policy. Follow Jamie Dutta on X: https://x.com/vantagemarkets  Try our 24-hour news squawking service for FREE! 👇 ⁠⁠https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠ https://x.com/LiveSquawk⁠⁠

Rory Johnston joins Commodity Corner to break down a global energy market caught between geopolitical de-escalation and a demand shock out of China. With contango building and refinery damage still rippling through the supply chain, the outlook for energy investors is anything but straightforward. Follow Rory Johnston on X: https://x.com/Rory_Johnston Try our 24-hour news squawking service for FRE...

Keir Starmer is out — and markets are watching who fills the vacuum. We break down what Andy Burnham's anticipated rise means for UK assets, sterling, and investor confidence at a precarious moment. Follow Michael on X: https://x.com/MrMBrown Try our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-up Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠

Kevin Warsh steps into the Fed Chair role with markets expecting a unanimous hold — but it's what changes in the statement that has traders on edge. Is the easing bias about to disappear? Follow Christine on X: https://x.com/christinelshort Follow Joseph Choi on X: https://x.com/curveadvisor Try our 24-hour news squawking service for FREE! 👇⁠⁠ https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us...

ING's global head of macro, Carsten Brzeski, joins LiveSquawk ahead of today's ECB decision to break down why one hike is insurance — and two might be where the risk begins. What would it take for the ECB to reverse course, and could Lagarde's press conference give it away before the summer? Follow Carsten on X: https://x.com/carstenbrzeski Try our 24-hour news squawking service for FREE! 👇⁠ http...

The Zcash crisis didn't just crater ZEC — it reignited fears that AI-accelerated code auditing is exposing vulnerabilities across the entire crypto stack. Audi of Credo Fund walks through the contagion, the social engineering threat versus code-level exploits, and whether Bitcoin can move fast enough to address its own quantum computing problem. Follow Credo on X: https://x.com/credo__v Try our 24...

A resilient US labor market just complicated the Fed's calculus — and the ECB's and Bank of Canada's too. Our experts break down whether this NFP beat marks the start of a new tightening chapter or a last gasp before the cracks appear. Follow Ryan Littlestone on X: https://x.com/2bid8offered Follow Sam Cutler on X: x.com/search4yield3 Try our 24-hour news squawking service for FREE! 👇...

Beat Nussbaumer joins to dissect the widening gulf between Fed and ECB policy as energy-driven inflation complicates the rate picture on both sides of the Atlantic. With geopolitical risk this elevated, is any long-term trade worth the exposure? Follow Beat Nussbaumer on X: x.com/MacrobeatL Try our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-up⁠ Follow us on X: ⁠ht...

The dollar is strengthening, energy costs are climbing, and the British pound is taking hits from every direction. We break down what geopolitical risk really means for rate decisions in London and Frankfurt. Follow Ryan Littlestone on X: https://x.com/2bid8offered Try our 24-hour news squawking service for FREE! 👇 ⁠https://www.livesquawk.com/#sign-up ⁠Follow us on X: ⁠https://x.com/LiveSquawk

Crypto and politics are colliding fast as the upcoming U.S. midterm elections could fundamentally redraw the regulatory map for exchanges and investors. Plus, a closer look at the DeFi breach that nobody in the space can afford to ignore.  Follow Credo on X: https://x.com/credo__v Try our 24-hour news squawking service for FREE! 👇 ⁠ https://www.livesquawk.com/#sign-up⁠ Follow us on X: ⁠ https://x...

Beat Nussbaumer joins Harry to examine why investor exhaustion may be the defining market theme right now, with a UK cabinet reshuffle risk hanging over sterling and the Strait of Hormuz refusing to fade from the radar. Follow Beat on X: x.com/MacrobeatL Try our 24-hour news squawking service for FREE! 👇 ⁠ https://www.livesquawk.com/#sign-up ⁠Follow us on X: ⁠https://x.com/LiveSquawk

With the U.S. election cycle heating up and civil unrest a growing tail risk, global markets face a political wildcard on top of an already fragile macro backdrop. Muir and Grimm break down how central banks navigate policy when politics becomes the biggest market mover. Follow Kevin on X: https://x.com/kevinmuir Try our 24-hour news squawking service for FREE! 👇 ⁠ https://www.livesquawk.com/#sig...

The UAE has left OPEC — but that may be the least of oil markets' problems. Rory Johnston breaks down why the Strait of Hormuz closure could be the largest supply shock in recorded history. Follow Rory Johnston on X: https://x.com/Rory_Johnston Try our 24-hour news squawking service for FREE! 👇 ⁠ https://www.livesquawk.com/#sign-up ⁠ Follow us on X: ⁠https://x.com/LiveSquawk

An energy crisis, geopolitical flashpoints, and a labor market that defies easy reading — this FOMC meeting has more landmines than any in recent memory. Rosenberg and Choi on why the disconnect between Wall Street optimism and economic reality is approaching a breaking point. Follow Joseph Choi on X: https://x.com/curveadvisor Follow David Rosenberg on X: https://x.com/EconguyRosie Try our 24-hou...

Q1 earnings are rolling in and despite Iran-U.S. tensions rattling sentiment, banks and tech are delivering — but how long can the resilience last? We dig into what the numbers are really telling markets, and why AI is becoming the make-or-break line item for corporate guidance. Follow Christine on X: https://x.com/christinelshort Try our 24-hour news squawking service for FREE! 👇 ⁠https://www.li...

Markets have learned to shrug off macro shocks faster than ever — so what happens when the shock actually resolves? Jamie Dutta and Mike Zaccardi examine the Hormuz relief rally alongside global GDP prints and PMI signals to gauge how deep the Middle East crisis really cut into international growth. Follow Jamie on X: https://x.com/vantagemkts Follow Mike on X: x.com/mikezaccardi Try our 24-hour n...

Ryan Littlestone and Michael Brown join LiveSquawk’s Market Talk to break down the market reaction to a fragile Middle East ceasefire and the resulting relief rally in equities. Despite easing tensions, the discussion highlights persistently high energy prices driven by shipping disruptions in the Strait of Hormuz and the broader implications for inflation. They also debate whether central banks l...

Kevin Muir, author of The Macro Tourist newsletter, joins LiveSquawk’s Market Talk to unpack the growing disconnect between short-term headlines and underlying macroeconomic trends. The discussion covers geopolitical tensions in the Middle East and their impact on market sentiment, alongside concerns that strong US job growth is increasingly concentrated in non-cyclical sectors, complicating the F...

Beat Nussbaumer joins the show to analyze a volatile global landscape shaped by escalating US-Iran tensions and the risk of disruption in the Strait of Hormuz. The discussion explores how rising oil prices are impacting currencies, including pressure on the US dollar and the British pound amid stagflation risks in the UK. They also question the apparent complacency in equity markets, warning that...

Sam Cutler and Michael Green join Harry on LiveSquawk’s Market Talk to analyze how escalating US-Iran tensions are driving volatility across global markets. The discussion focuses on sharp reactions in oil and equities following shifting ultimatums around the Strait of Hormuz, despite strong global reserves and underlying economic softness. They also examine whether central banks are misreading su...

Vincent Deluard joins Harry on LiveSquawk's Market Talk to break down a pivotal week for global markets as the US-Israel-Iran conflict reshapes the macro landscape. The discussion unpacks the Fed's defiant hold — and why Powell's resistance to White House pressure made it the most hawkish FOMC in months without a single rate move. They examine the "Taco Trade" paradox, where...

Eric Culp and Jamie Dutta join LiveSquawk’s Market Talk to preview upcoming rate decisions from the Bank of England and the European Central Bank. As geopolitical tensions and energy price shocks intensify, the discussion focuses on why policymakers are shifting into a cautious “wait-and-see” stance despite earlier expectations for rate cuts. They also examine diverging economic conditions between...

Joseph Choi and David Rosenberg join LiveSquawk’s Market Talk to preview the March 2026 FOMC decision against a backdrop of surging oil prices and rising geopolitical risk. With the war in Iran driving a sharp spike in energy costs, the discussion centers on how the Fed can balance inflation pressures with signs of a weakening labor market. Rosenberg draws parallels to the 1990 Gulf War, arguing t...

Ryan Littlestone and Michael Brown join LiveSquawk’s Market Talk to dissect the global market impact of ongoing Middle East tensions. The discussion explores rising energy prices, threats to international trade, and the complex challenges facing investors as US and Canadian economic growth softens. They also preview upcoming central bank decisions from the Fed, Bank of England, and ECB, highlighti...

Mike Zaccardi joins Harry on LiveSquawk’s Market Talk to assess the early-March 2026 global economic landscape. The discussion focuses on escalating tensions in the Middle East and their impact on oil volatility and international stock markets. They analyze surprisingly weak US labor data, including losses in private sector and manufacturing jobs, while also examining inflationary pressures in the...