With a rate cut from the US central bank now almost guaranteed, we break down what it actually means and why the Fed is also quietly ending its multi-billion-dollar balance sheet tightening.
Meanwhile, Wall Street's heavyweights, J.P. Morgan, Morgan Stanley, Goldman Sachs and BlackRock just posted monster earnings. We unpack why deal-making is back, what Jamie Dimon's "cockroach" comment means for private credit, and how Morgan Stanley reclaimed its equity throne.
Finally, silver? It just hit a 45-year high, driven by a short squeeze that’s forcing traders to fly silver bars across the Atlantic. Literally.
From central bank policy to commodity chaos this is your one-stop weekly debrief to make sure you're on top of all things markets.
(00:00) Intro & Themes in Focus
(04:25) Fed Cut Locked & Loaded
(09:12) Understanding QE & QT
(21:12) Wall Street's big comeback
(23:09) J.P. Morgan Credit Problem
(27:56) Private Credit Warning
(32:26) Morgan Stanley's Stellar Performance
(37:01) Goldman's Huge Quarter
(40:06) GS Job Cuts Amid AI Adoption
(43:27) BlackRock's £13.5trl Boom
(47:12) Silver Gets Short Squeezed
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