PiQ Morning Blast

Ryan and Michael Brown deliver an unedited, candid market roundup covering UK retail and borrowing data, US labour and inflation indicators, and commodity moves in oil, gold, metals and wheat. They debate geopolitical weekend risk, positioning ahead of potential Middle East developments, upcoming PMI and US data, and practical risk-management approaches for traders.

Ryan and Michael deliver a candid market roundup covering yesterday's moves: a crude rally on Middle East tensions, S&P and European index action, metals and commodity updates, plus key US economic reads and the January FOMC minutes. They also discuss geopolitical risk, OpenAI funding headlines, upcoming data and central bank speakers, peppered with informal banter and off‑the‑cuff commentary.

Good morning, good morning, good morning, good morning. It is the morning blast. It is Wednesday, the 18th of February all day. Join Ryan and Michael for a candid market podcast where they recap yesterday's moves, review fresh macro data and market catalysts, and debate commodities, FX and central bank developments — including rumours around Christine Lagarde and ECB succession. Expect market colo...

Ryan and Michael deliver a candid market update and unpack a worsening UK labour market — unemployment at 5.2%, falling payrolls and rising claimant counts — plus the political fallout as cancelled council election changes are ruled illegal ahead of May. They also cover a quiet markets session, key levels for FTSE, S&P, Bitcoin and commodities, upcoming data (German ZEW, Canada CPI, New York F...

Hosts Ryan and Michael review a quiet Friday in markets, discuss cooler-than-expected U.S. CPI and the limited impact of tariffs, and note key geopolitical and central bank developments. With U.S. markets closed for Presidents Day and China starting Lunar New Year, they warn about thin liquidity, trading traps on holidays, and practical risk-management tips for traders. They finish with a concise...

Ryan and Mike deliver a candid Morning Blast reviewing yesterday's market moves across equities, bonds, metals and commodities, separating headlines from real drivers behind price action. They preview today’s key CPI release, discuss the impact of jobs data and geopolitical risks, and warn about thinner liquidity over the US long weekend and Lunar New Year.

Join Ryan and Michael Brown for a candid, no-holds-barred look at markets: yesterday’s moves, the NFP surprise and what to watch today. They unpack US jobs details, Fed implications, geopolitical headlines and weak UK GDP, plus market levels across stocks, commodities and FX.

Hosts Ryan and Michael deliver a candid market update ahead of the US non-farm payrolls release, covering equities, FX, commodities, and key technical levels. They discuss soft US retail sales, ADP payrolls, the significant annual BLS benchmark revision, geopolitical energy risks, and recent equity developments including CME product expansion and activist interest in LSEG. The episode previews the...

Hosts Ryan and Michael deliver an unfiltered recap of yesterday’s markets—S&P hitting new highs, FX and commodity moves, and a technical update from Clive Lambert on European gas, carbon and metals. The episode then tackles Westminster turmoil around Keir Starmer, trade headlines (Trump–Xi meeting chatter and potential chip tariffs), and a deep-dive into Alphabet’s surprise 100‑year bond: who...

On this Morning Blast Ryan and Michael cover a wide-ranging market update after Friday's recovery, including equities, commodities and bond moves, plus the latest geopolitical developments. They discuss US–Iran talks, Trump’s social media claims about the Dow, Japan’s decisive election result, and the unfolding UK political crisis around Mandelson and Keir Starmer — with commentary on how these ev...

Good morning, good morning, good morning. It is Friday — Ryan and Michael deliver a candid market briefing with banter, warnings about language, and a focus on recent volatility across equities, metals and crypto. Key takeaways: the Bank of England’s dovish tilt, ECB on hold, a sharp pullback in Bitcoin and tech, silver’s wild swings, and weekend risks from geopolitics and Japan’s election. Short,...

Ryan and Michael run through the market headlines ahead of the Bank of England and ECB decisions, covering sector rotation, inflation trends, and how central bank forecasts could shape rate-cut expectations. The episode also covers big tech results and capex plans from Alphabet, the upcoming Amazon report, commodity moves including gold and oil, bitcoin weakness, and key data to watch like US jobl...

Hosts Ryan, Michael deliver a fast-paced market update covering equities, FX, commodities and geopolitics. They unpack a software-led sell-off, broadening sector rotation into materials, energy and industrials, and a rebound in metals. The episode also discusses tensions in the Middle East after an Iranian drone was shot down, key upcoming data (PMIs, ISM, ADP), major earnings (Eli Lilly, Alphabet...

Ryan and Michael Brown run through a live market update covering a broad rally in equities, a gold and metals recovery, the RBA rate hike boosting the Aussie dollar, and movements in oil, gas and bitcoin. They also discuss major headlines including the US‑India trade deal, SpaceX’s merge with XAI, the partial U.S. government shutdown delaying jobs data, and key corporate earnings to watch this wee...

Welcome to the Morning Blast — a raw, candid market podcast covering a violent start to the week as metals swoon, equities wobble, and volatility runs rampant. Hosts Ryan and Michael break down overnight price action, market levels to watch, and the contained but sharp fallout centered on gold and silver. The episode also covers Trump’s pick for Fed chair, Kevin Walsh, implications for...

Ryan and Michael deliver a no-holds-barred morning market podcast covering yesterday's moves and today’s docket — from gold and silver rallies and gamma-hedging chatter to Fed takeaways and geopolitical risks driving oil. They break down mega-cap earnings (Microsoft, Meta, Tesla, Apple), sector themes like AI capex, market structure alerts, and tradeable levels while keeping the banter, rants and...

Ryan and Michael deliver a candid, unfiltered market update covering the pound and dollar moves, Trump’s comments on the currency, and why a softer dollar could be part of a broader policy shift. The episode also summarizes market highs, ASML’s big beat, commodity rallies, weakening consumer confidence, upcoming Fed decisions, and major earnings from Microsoft, Meta and Tesla.

Ryan and Michael record a live, unfiltered Morning Blast covering market moves and hot themes: equity futures and FX action (notably dollar/yen), commodity updates, and the striking gold and silver rally driven by central bank buying and momentum flows. They discuss geopolitical and policy drivers — tariff threats, treasury auctions, and the FOMC meeting — plus the risks from stretched precious me...

Today’s Morning Blast reviews weekend and early-week market moves: a U.S. Fed rate-check on the yen and sharp yen volatility, parabolic rises in gold and silver, notable commodity and gilt action, and key FX shifts. Looking ahead, the episode flags a busy week — the FOMC and other central bank decisions, heavy Q4 tech earnings, major Treasury auctions, important economic prints (PMIs, Tokyo CPI, E...

Ryan and Michael deliver a candid Friday market update covering gap fills in equities, rallies in gold and platinum, and choppy oil and commodity action. They unpack sharp dollar/yen moves as a likely Ministry of Finance "rate check" rather than full intervention, discuss the BOJ hold, UK gilts volatility amid by-election rumours, and other policy and data headlines. The hosts close with practical...

Hosts Ryan and Michael deliver a lively, no-holds-barred market briefing covering extreme Nat Gas volatility and a stern warning to avoid February futures, plus a rundown of key market levels and commodity moves. They unpack President Trump’s (non)surprise de‑escalation over threatened European tariffs after a Greenland/Arctic meeting, discuss potential geopolitical pivots (Iran, Cuba, Panam...

Ryan and Michael deliver an uncut morning roundup of markets: Davos headlines and President Trump’s arrival, key futures and equity levels, a massive spike in Henry Hub gas, gold and silver highs, and a nuanced take on UK inflation data. The hosts also tackle a trader’s biggest mistake — over‑trading — covering the psychology behind it, practical journaling advice, and what to watch in the day ahe...

Today’s Morning Blast covers volatile market moves — rising global yields and a sharp sell-off in Japanese long-term bonds after a snap election and loose fiscal talk, mixed equity futures amid Trump headlines at Davos, and key levels from Clive Lambert. The hosts also explain why the idea of Europe “weaponising” U.S. Treasuries is impractical, review UK labour data, and flag events to watch inclu...

Hosts Ryan and Michael deliver a blunt, candid recap of a headline-packed weekend: President Trump’s tariff threats over Greenland, market risk-off moves in thin holiday liquidity, a haven bid into gold and bonds, bitcoin and base metals under pressure, and sharp moves in energy and European gas. They also preview the week ahead — Davos, Fed chair speculation, key UK employment and inflation data,...

Hosts Ryan and Michael deliver a fast, unfiltered morning market wrap with trades, technical levels and a dose of humor. Clive’s market notes cover equities, commodities and FX while the pair discuss the latest moves in the yen, Bitcoin, oil and base metals. The episode’s main focus is the looming U.S. Congress funding deadline, the risk of a partial government shutdown and what that could mean fo...