Finance TL;DR Daily

A Reuters poll of 104 economists shows rising odds of a 2026 Fed rate hike as oil prices surge, the U.S. prepares fresh Section 301 tariffs on dozens of countries, GM raises its profit guidance after a strong Q2, and Novo Nordisk sues Eli Lilly over weight-loss drug ad claims. In this episode: • Reuters poll shows economists see rising risk of a Federal Reserve rate hike — https://news.google.com/...

Oil prices reverse sharply on reports of a proposed U.S.-Iran ceasefire, sparking a stock rebound ahead of earnings season. Plus, AMD launches its Helios AI rack system with Microsoft as its first big customer, and Canada's inflation cools to 2.8% in June. In this episode: • Oil prices reverse sharply on reports of a proposed 10-day cease-fire between the U.S. and Iran — https://www.cnbc.com/2026/...

Brent crude jumps toward $85 after Iranian drone strikes hit a Kuwaiti power and desalination plant and Strait of Hormuz traffic collapses; SpaceX shares slide further below their $135 IPO price after an aborted Starship test flight; and Dallas Fed President Lorie Logan breaks ranks to push for a rate hike despite cooling inflation. In this episode: • Oil prices surge on Middle East escalation as...

Uber agrees to buy Delivery Hero for $14.8 billion to build the world's largest non-Chinese delivery platform, the U.S. slaps 25% tariffs on Brazil, UnitedHealth posts a blowout quarter and raises guidance, and Eli Lilly bets up to $3.8 billion on psychedelic depression treatments. In this episode: • Uber to acquire Delivery Hero for $14.8 billion in massive global delivery expansion — https://fin...

U.S. wholesale prices unexpectedly declined in June, easing rate-hike fears just as Fed Chair Kevin Warsh delivered his debut Senate testimony on inflation. Plus, ASML raises guidance on AI demand, and the Bank of Canada holds rates steady. In this episode: • U.S. wholesale prices unexpectedly fall 0.3% in June, easing rate-hike fears — https://www.cnbc.com/2026/07/15/wholesale-inflation-june-2026...

Military clashes in the Persian Gulf have ignited oil prices and dragged down tech shares, while Meta supercharges its AI infrastructure spending in Louisiana and TSMC posts record-breaking quarterly revenue. In this episode: • U.S.-Iran airstrikes reignite Gulf conflict, sending crude oil surging and tech stocks skidding — https://www.cnbc.com/2026/07/12/oil-price-strait-hormuz-iran-trump-tanker....

SK Hynix pulls off the largest U.S. debut ever by a foreign company, the Fed taps Marc Andreessen and Doug McMillon for reform task forces, Circle wins final approval for a national trust bank, and Delta posts a fuel-cost-defying earnings beat. In this episode: • SK Hynix makes historic $26.5 billion Nasdaq debut to fund AI chip expansion — https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasda...

The Fed's June minutes expose a nine-to-eight split toward rate hikes under new Chair Kevin Warsh, PepsiCo misses on earnings as U.S. shoppers pull back, AstraZeneca loses roughly £19 billion after its Wainua heart drug trial fails, and China's consumer prices cool while factory-gate costs hit a four-year high. In this episode: • Federal Reserve minutes reveal division over rate direction at June...

Oil surges after Trump says the U.S.-Iran ceasefire is finished following a wave of military strikes; Fed minutes reveal a hawkish 'family fight' under new Chair Kevin Warsh; Alibaba jumps 12% as capital rotates out of chips into Chinese tech; and Jeff Bezos opens Blue Origin to outside investors at a $130 billion valuation. In this episode: • Trump declares U.S.-Iran ceasefire is 'over' after exc...

OPEC+ raises oil output for a fifth straight month and crude slides, Lockheed Martin buys naval defense firm Ultra Maritime for $3.45 billion, Israel's central bank cuts rates to 3.5%, and TeraWulf shares pop 20% on a $19 billion Anthropic data center lease. In this episode: • OPEC+ agrees to raise oil output targets, sending crude prices lower — https://finance.yahoo.com/news/oil-slips-opec-agree...

A stunningly weak June jobs report (57,000 added vs. ~110,000 expected) reshapes Fed rate-cut expectations, ECB chief Christine Lagarde leaves the door open to an early exit for French politics, and gold snaps a four-week losing streak on the cooling labor data. In this episode: • U.S. hiring cools drastically in June with only 57,000 jobs added, as labor force participation declines — https://www...