Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Certainty is Key: Risks to Oil, Rate Cuts, and the ‘Big Beautiful Bill’
Manage episode 489882851 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Erik Lundh expects two rate cuts this year: one in September and one in December. He notes that most of Iranian oil is shipped to China, so any disruption would hit them “first and foremost.” If they have to source oil elsewhere, prices could rise, he warns. He also discusses the “Big Beautiful Bill” moving through the Senate and what he expects from there before Trump’s July 4 deadline. Overall, certainty is key.
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Manage episode 489882851 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Erik Lundh expects two rate cuts this year: one in September and one in December. He notes that most of Iranian oil is shipped to China, so any disruption would hit them “first and foremost.” If they have to source oil elsewhere, prices could rise, he warns. He also discusses the “Big Beautiful Bill” moving through the Senate and what he expects from there before Trump’s July 4 deadline. Overall, certainty is key.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – / schwabnetwork
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Follow us on LinkedIn - / schwab-network
About Schwab Network - https://schwabnetwork.com/about
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
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continue reading
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continue reading
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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continue reading
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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