HeyJaredLiveSquawk Market Talk
Join market veterans for deep-dive analysis ahead of major financial events that move markets. From Non-Farm Payrolls to central bank decisions, our expert guests break down market positioning, potential trading opportunities, and global implications.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Bond Yields, Hawkish Banks, and a Structural Inflation Shift (opens the original)
Read excerpt
Gregoire Dupont of Dupont Trading joins to break down a week dominated by SNB, Norges Bank, and Riksbank decisions — and why the collective hawkish drift across central banks signals something more structural than a one-off energy shock. Follow Gregoire on X: https://x.com/GregoireDup LinkedIn: https://www.linkedin.com/in/gregoire-dupont-ab3885 Website: https://duponttrading.com Try our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-up Follow us on X: https://
ECB Hike Is Priced In: Why the Euro and Yen Could Still Rally (opens the original)
Read excerpt
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/MacrobeatL T
NFP Relief Rally: Why the Dollar Didn't Take Off (opens the original)
Read excerpt
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: @forexanalytix Michael Brown, Pepperstone X: @MrMBrown Try our 24-hour news squawking service f
Walsh's Fed, Hawkish Dissents, and the September Hike That Probably Won't Happen (opens the original)
Read excerpt
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.co
July FOMC Preview: When Zero Forward Guidance Meets a Hawkish Room (opens the original)
Read excerpt
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/DiMartinoBooth Try our 24-hour news squawking service for FREE!👇 https://www.livesquawk.com/#sign-up Follow us on X: https://x.com/LiveSquawk
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.