LiveSquawk Market Talk
LiveSquawk
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LiveSquawk Market Talk provides deep-dive analysis from market veterans ahead of major financial events such as Non-Farm Payrolls and central bank decisions. Expert guests discuss market positioning, trading opportunities, and global implications to help listeners stay ahead of market-moving news. The podcast is produced by LiveSquawk, a trusted source for real-time financial news covering over 120 countries and all major asset classes.
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ECB Hike Is Priced In: Why the Euro and Yen Could Still Rally 09.09.2026 33分The ECB is widely expected to hike rates by 25 basis points — but what happens if Lagarde stays hawkish? Beat Nussbaumer and Guenter Grimm break down the ECB’s inflation problem, why the dollar is looking increasingly vulnerable despite strong US data, and why the yen’s recent surge may signal a much bigger shift in global capital flows. They also discuss the key CPI and PPI data ahead, BOJ rate hike expectations, and the risks building in the US bond market.Follow Beat on X: x.com/MacrobeatLTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
NFP Relief Rally: Why the Dollar Didn't Take Off 04.09.2026 44分162,000 payrolls and a revised July print put the jobs market back on solid footing — but two-year yields stalled at 4.42% and the dollar refused to break out. Ryan Littlestone and Michael Brown break down exactly why this number matters less than what CPI and PPI deliver next week, and why the data cycle that crushed the dollar last month is about to repeat itself.Ryan Littlestone, Forex Analytix X: @forexanalytixMichael Brown, Pepperstone X: @MrMBrownTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Walsh's Fed, Hawkish Dissents, and the September Hike That Probably Won't Happen 14.08.2026 44分Kevin Walsh skipped the dot plot at his first meeting, wrote terser statements, and inherited three hawkish dissents. Marc Chandler maps out where the other six rate-hike sympathisers on the FOMC actually stand — and why the minutes may tell you more about the September outcome than the data prints that preceded them.Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, joins LiveSquawk Market Talk alongside Sam Cutler of 333 Capital. Read Marc's daily commentary at marctomarket.com, follow on X at https://x.com/marcmakingsense and on LinkedIn at https://www.linkedin.com/in/chandlermarc/Try our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
July FOMC Preview: When Zero Forward Guidance Meets a Hawkish Room 29.07.2026 23分Trueflation at 1.29%, waste management volumes at pandemic lows, and record apartment concessions — the real economy is whispering recession while energy prices scream inflation. So why might the Fed hike anyway, and what would that tell us about what comes next?Follow Danielle on X: https://x.com/DiMartinoBoothTry our 24-hour news squawking service for FREE!👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Oil's 12% Crash, FOMC Hawks, and the BoJ's Quiet Pivot 27.07.2026 31分The Bank of Japan may be moving from biannual to quarterly hikes — a marginal policy shift with an outsized signal. Combined with a one-third market probability of a Fed hike and a nailed-on ECB move in September, this week's central bank calendar is anything but quiet.Try our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Temporary Pause or Turning Point? The ECB Decision That Could Shake Markets 23.07.2026 34分Energy prices, geopolitical flashpoints, and a Japanese yen under serious pressure - it's a challenging backdrop for any central bank. Nussbaumer and Grimm dissect whether the ECB's anticipated pause is prudent caution or a costly misstep.Follow Beat Nussbaumer on X: x.com/MacrobeatLTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Q2 Earnings: Analysts Are Bullish - But Can Corporate America Deliver? 16.07.2026 29分Estimates are going up, not down - and that alone should raise eyebrows. Christine Short of Wall Street Horizon joins LiveSquawk to unpack why analyst optimism is running unusually hot heading into Q2 and what the banks' blowout results really signal.Follow Christine Short on X: https://x.com/christinelshortTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations 13.07.2026 31分Chair Warsh has quietly buried forward guidance, and markets are still catching up. With CPI, retail sales, and a volatile energy complex all in play, the inflation narrative is getting complicated fast.Follow Sam Cutler on X: x.com/search4yield3Try our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Weak NFP, Wobbly ECB, and a New Fed Chair: July's Global Reckoning 03.07.2026 34分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-upFollow us on X: https://x.com/LiveSquawk -
From Conflict to Contango: The Surprising State of Global Oil Markets 24.06.2026 26分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_JohnstonTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Starmer Out, Burnham In: UK Crisis Meets Fed Hike Fears and Hormuz Risk 22.06.2026 30分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/MrMBrownTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Warsh Era Begins: Fed Holds, Hawks Circle 17.06.2026 36分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/christinelshortFollow Joseph Choi on X: https://x.com/curveadvisorTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
ECB Decision Day: One and Done, or Summer Surprise? 11.06.2026 26分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/carstenbrzeskiTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Privacy Coin Reckoning: Zcash's Shielded Pool Crisis and Crypto Contagion 11.06.2026 24分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__vTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
World Cup Economics: When Geopolitics Moves Markets in June 2026 05.06.2026 45分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/2bid8offeredFollow Sam Cutler on X: x.com/search4yield3Try our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Week 13: Middle East Crisis, $Oil, and the ECB's Dangerous Gamble 01.06.2026 32分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/MacrobeatLTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Dollar Dominance: How Geopolitical Risk Is Reshaping Central Bank Calculus 18.05.2026 31分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/2bid8offeredTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Digital Assets at the Crossroads: Debt, Hacks & the Midterm Moment 11.05.2026 29分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__vTry our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Ceasefire or Not, These Markets Have a Problem 09.05.2026 38分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/MacrobeatLTry our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk -
Hold Steady: When Geopolitics Forces Central Banks Into an Impossible Corner 30.04.2026 42分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/kevinmuirTry our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk
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