Ceasefire or Not, These Markets Have a Problem

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

ECB Decision Day: One and Done, or Summer Surprise?

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/carstenbrzeski [https://x.com/carstenbrzeski] Try our 24-hour news squawking service for FREE! 👇⁠https://www.livesquawk.com/#sign-up⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazZ4MWl6MDQ4akwzSmlJYWMzUWhFM0ZiZVh3d3xBQ3Jtc0tsNkRhNXRGYUN4eXFOdmxSMjh6NnRhUXBHUmJHV0FZWlFlbTJpaDdSVlZFUDBvR0ZCTUlCbWJFVG9xdXdlZ2pWRTg3dTlwUWxBN2tqTG01XzFZMXNJRlZqalByZGNGUGNJQ1ZrUWR5Rm15MC1zMzNRcw&q=https%3A%2F%2Fwww.livesquawk.com%2F%23sign-up%E2%81%A0%E2%81%A0&v=bEI6nZARtKY]Follow us on X: ⁠⁠https://x.com/LiveSquawk⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmhiMy00dDlVZDBKSzJTeGdnRmNyb01VWjBlUXxBQ3Jtc0trRVE3NEdoSkxuTW80cngtd2FFd19WOEoxaWUyajgzUlA4VXZvaFpyQ2t4azBCNUI4Q0dFcU53Ynh0NWc1ejN3aDducWVOMWkzQU10UXBvaHF3MmdQN0xEbU1UTFpwZDd1Z3paRk9ZX1NxaHpvVUhQZw&q=https%3A%2F%2Fx.com%2FLiveSquawk%E2%81%A0&v=bEI6nZARtKY]