AGORA DAILY TRADING PODCAST

Nvidia: Earnings weren’t terrible but below market expectations. No H20 chips included in guidance; potential extra $2–4B revenue if licenses go through. Speaker plans to go long Nvidia at the open using short-term call options. Markets: Nasdaq +26 pts Dow +73 pts S&P 500 +7.5 pts Russell +11 pts (best performer) European stocks higher, bonds lower Crypto & Commodities: Bitcoin +2% (113) E...

Market open with Nasdaq, S&P, and Dow slightly higher Nvidia down on China chip production pause reports Focus on Powell’s Jackson Hole speech at 10 a.m. Markets pricing 70–80% chance of a September rate cut Fed divisions: some members pushing for cuts, others for patience Possible shift away from average inflation targeting Scenarios for equities, bonds, crypto, and USD depending on Powell’s...

NASDAQ up 55 pts after a huge 400+ pt rally yesterday (best since May). S&P 500 up 5 pts , Dow down 17 pts , Russell up 7 pts . European stocks strong: DAX +1%, Euro Stoxx +0.5%. Bonds down: 30Y yield up 66bps, 10Y up 4bps. Bitcoin down 1% after touching $115K. Ethereum down 2.7%, Solana -1.5%. Gold flat. Apple & Google flat pre-market. Nvidia down after US announces tracking chips exports...

META and Microsoft delivered strong earnings that catapulted the Nasdaq to new highs, fueling tech-led momentum across U.S. equities. On the macro side, China’s PMI came in lower than expected, raising fresh concerns about global demand and economic slowdown in the world’s second-largest economy. Looking ahead, all eyes are on Apple (AAPL) and Amazon (AMZN) as they gear up to report earnings next

Markets are opening slightly higher this morning with the Nasdaq up 48 points, the S&P 500 up 7, and the Dow up 9. Gold is seeing a strong rally, up nearly 2%, while Ethereum and Solana are under pressure. Bonds remain flat after yesterday’s rally, and Bitcoin is holding around $118K. Today is loaded with key macro data. We’ll be watching the ADP employment report, Q2 GDP (expected at 2.5%), p...

Markets open with a risk-on sentiment ahead of major earnings and economic data. Nasdaq, S&P, Dow, and Russell all trending higher. European markets outperform on trade optimism. 🌍 Macro Highlights : US-China trade talks expected to extend 90-day truce Nvidia rallies on strong demand from China and AI-related optimism Big Tech earnings this week (Apple, Amazon, Microsoft, Meta) could boost AI...

Markets open flat with mixed sentiment: Nasdaq and S&P unchanged, Dow up slightly, Russell +4%. European stocks underperform, DAX -1%. Bitcoin drops 1.5% to 116.6K, while Ethereum trades higher. Gold down 1%, crude +0.4%. US yields remain stable. USD slightly up; CAD, AUD, GBP, and JPY all lower after soft Japan CPI despite BOJ hawkish tone. Trump visits the Fed building, reiterates rate cut w...

Markets rally on US-Japan trade deal news, easing auto tariffs and boosting investor sentiment. Tesla and Google report earnings after hours, with focus on AI, margins, and guidance. Crypto dips, oil steady, and all eyes on 20-year bond auction and AI CapEx trends.

Market Overview U.S. Equities: Slightly lower open; NASDAQ -22pts, S&P 500 -1pt, Dow -65pts. Europe: Underperforming – EuroStoxx 50 down ~1%, DAX down over 1%. Bonds: Pullback after yesterday’s rally. 30Y yield ~4.95%, 10Y ~4.38%, 2Y ~3.86%. Yield curve still steepening amid Powell resignation rumors. Crypto: Bitcoin +1.4% ($119K) Ethereum -2% Crypto-related stocks (BITX +4%, Mara/Riot +1-2%,...

DAILY MACRO PODCAST_ STOCKS FLAT AHEAD OF RETAIL SALES, CLAIMS AND PHILLY FED, NFLX EARNINGS

DAILY MACRO PODCAST_ STOCKS RALLY AS TRUMP FIGHTS FOR PEACE IN THE MIDDLE EAST, POWELL TESTIFIES

DAILY MACRO PODCAST_ STOCKS LOWER ON US IRAN RISK, RETAIL SALES NEXT

DAILY MACRO PODCAST_ STOCKS CONFUSED BY LATEST U-TURNS AHEAD OF CLAIMS AND HOUSING DATA, GOOG

DAILY MACRO PODCAST_ STOCKS SHARPLY HIGHER ON +VE POWELL REMARKS AND CHINA TARIFF DE-ESCALATION

DAILY MACRO PODCAST_ MARKETS STABLE AHEAD OF TSLA EARNINGS

DAILY MACRO PODCAST_ NVDA DOWN ON TRADE RESTRICTIONS, CHINA OPEN TO TALKS, RETAIL SALES NEXT

DAILY MACRO PODCAST_ AUTOS TO BE EXEMPTED FOR NOW, CANADIAN CPI LTX

DAILY MACRO PODCAST_ CHINA RETALIATES, SAYS WONT REACT AGAIN, BANK EARNINGS OK, PPI AND UOM NEXT

DAILY MACRO PODCAST_ 25 PCT AUTO TARIFFS ROCK MARKETS, INITIAL CLAIMS NEXT

DAILY MACRO PODCAST_ STOCKS POSITIVE AFTER MONSTER RALLY, TURKISH LIRA SINKS

DAILY MACRO PODCAST: MARKETS STABLE AHEAD OF THE FED

DAILY MACRO PODCAST_ STOCKS DOWN ON RISK OFF SENTIMENT

DAILY MACRO PODCAST_ STOCKS TUMBLE AS TARIFFS KICK IN, TRUMP TRADE WIPED OUT

DAILY MACRO PODCAST_ STOCKS AND BTC BOUNCE ON SOLID NVDA EARNINGS AND WEAK DATA, TARIFFS FOCUS NEXT

STOCKS RALLY ON TECHNICALS AS HE AND BESSENT TO HAVE CALL