Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations

Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations

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/search4yield3 Try our 24-hour news squawking service for FREE! 👇 ⁠https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠

Weak NFP, Wobbly ECB, and a New Fed Chair: July's Global Reckoning

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 [https://x.com/LiveSquawk%E2%81%A0%E2%81%A0]

From Conflict to Contango: The Surprising State of Global Oil Markets

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 FREE! 👇 https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠

Starmer Out, Burnham In: UK Crisis Meets Fed Hike Fears and Hormuz Risk

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

Warsh Era Begins: Fed Holds, Hawks Circle

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 on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠