Finextra Pro
A news podcast encapsulating the most salient market news, brought to you by Finextra Pro and powered by Communify.
Episodes
161 episodes
What's on Tap - September 20, 2026
Markets enter the week still parsing the Federal Reserve’s September 25bp hike and the implications of a 10‑year Treasury yield hovering around 5%. With Brent and WTI near $100/bbl and U.S. financial conditions tighter, attention will centre on...
Weekly Wrap September 19th, 2026
Have Treasury yields hitting 5% — and the Fed’s quarter‑point hike — forced a fundamental repricing of risk, or is the market overreacting? We unpack the surge in long‑dated yields and its hit on chip stocks and cyclicals, dissect earnings and ...
The Daily Wrap – September 18, 2026
Can near-5% Treasury yields, a triple-witching expiry and volatile oil prices snap the market rally? It examines how the Fed’s rate hike, rising bond yields and choppy energy markets are reshaping sector leadership and investor flows—from selec...
The Daily Wrap – September 17, 2026
Will the Fed push rates even higher and keep borrowing costs elevated? We unpack the Fed’s unanimous 25bp hike and guidance for another move, the bond‑ and dollar‑market reaction alongside resilient US jobless claims, the slide in oil and a tec...
The Daily Wrap – September 16, 2026
Will the Fed's first hike since 2023 lock markets into a higher‑for‑longer regime? We unpack the likely 25bp move and Warsh’s messaging, the 10-year topping 5%, oil above $100, a firmer dollar, stretched CAPE valuations and JPMorgan’s scenarios...
The Daily Wrap – September 15, 2026
Can the ten‑year Treasury topping 5% — with oil back above $100 — tip markets into a sustained selloff? This wrap breaks down the bond-driven spike in borrowing costs, mixed CPI prints and a Middle East supply shock, and why those forces are ti...
The Daily Wrap – September 14, 2026
Can a surprise jump in core inflation force the Fed into a quarter-point hike and keep policy tighter for longer? We unpack how markets have repriced that risk — rising Treasury yields, oil-driven supply shocks, AI-linked chip weakness and earn...
What's on Tap - September 13, 2026
Secondary themes include an energy shock as Brent and WTI trade back above $100, a bond selloff that caps equity multiples, and the question of whether consumers and housing can absorb tighter financial conditions. Corporate reports will provid...
The Weekly Wrap – September 12, 2026
Will $100 oil and hotter-than-expected inflation force the Fed back into tightening and keep stocks and bonds tumbling together? We unpack the CPI and PPI surprises, a $100-plus crude shock and a Treasury buyback miss that pushed yields toward ...
The Daily Wrap – September 11 2026
Does sticky core inflation make a September rate hike all but certain even as oil cools and AI-driven hardware stocks rally? We break down the hotter-than-expected CPI, rising Treasury yields and Fed-funds odds, and why Oracle's AI-cloud backlo...
The Daily Wrap – September 10, 2026
Could a jump in wholesale inflation — and oil stuck above $100 — force the Fed's hand? This wrap breaks down August's PPI uptick to 5.4% driven by energy, the squeeze on Treasury yields and equities, gold's safe‑haven bid, and the earnings, CPI...
The Daily Wrap – September 9, 2026
Can oil nearing $100 reignite inflation and push yields even higher this week? We unpack how Brent's jump and Middle East tensions are roiling markets, the Treasury's expanded 10–20 year buyback, and what that means for stocks, borrowing costs ...
The Daily Wrap – September 8, 2026
Will this week's inflation prints — with oil flirting near $100 — force the Fed's hand? We unpack how elevated energy and Treasury yields, Canada’s retaliatory tariffs, sector rotations and headline shocks from Tesla, Lululemon and DocuSign are...
The Daily Wrap – September 7, 2026
Will Friday’s CPI be the Fed’s tie‑breaker — or will surging oil and Middle East tensions force the policy hand? We unpack the split inside the Fed after stronger payrolls, why markets price September as a coin‑flip, and how oil, the upcoming C...
The Weekly Wrap - September 5, 2026
Are surging long-term Treasury yields — sparked by U.S.–Iran strikes and a hotter-than-expected jobs print — forcing markets to price in tighter policy? It dissects the spike to 19‑month highs in the 10‑ and 30‑year, Friday’s jobs-driven lift t...
The Daily Wrap – September 4, 2026
Can a surprisingly strong jobs report and rising Treasury yields snuff out the AI-led market rally? We unpack the upside August payroll surprise and its hit to stocks and yields, Nvidia’s $12.9bn Hugging Face buy, Broadcom’s weak guide and the ...
The Daily Wrap – September 3, 2026
Will a cooler August inflation print keep the Fed on hold, or will AI mega-deals and blockbuster earnings force markets to reprice risk? We parse Fed Governor Christopher Waller’s data‑dependent signal and market reaction, Nvidia’s $13bn Huggin...
The Daily Wrap – September 2, 2026
Could oil-fuelled yield spikes from Middle East tensions derail the market's AI-driven rally? We unpack the bond sell-off and sector rotation, Dell's blockbuster AI-server results, a CAR‑T trial pause roiling biotech suppliers, and MongoDB and ...
The Daily Wrap – September 01, 2026
Are rising Treasury yields and firmer oil knocking the wind out of the growth trade? We unpack the market fallout — a soft Wall Street open and pain for rate‑sensitive tech and AI names, plus Apple’s App Store shake‑up, CrowdStrike’s AI-driven ...
The Daily Wrap – August 31, 2026
Will oil's return above $90 after U.S.-Iran clashes force the Fed's hand on rates? We unpack how the crude spike is pressuring stocks and bond yields, why AI-linked chipmakers are bucking the sell-off, GameStop's revised note deal, and the payr...
What's on Tap - August 30, 2026
Markets begin the week still adjusting to Kevin Warsh’s Jackson Hole remarks, which pushed rate expectations higher and left September hike odds around 55–60%. Top‑tier U.S. data — Consumer Confidence, ISM Manufacturing, JOLTS and the ISM Servi...
The Weekly Wrap - August 29, 2026
Can Nvidia's AI-fueled rally withstand a higher‑for‑longer rate regime? A sharp wrap unpacks Nvidia's blowout quarter and guidance, the Jackson Hole rate shock that sent short-term yields higher, a firmer dollar and AI-driven import surge — and...
The Daily Wrap – August 28, 2026
Will Jackson Hole's hawkish tone keep the Fed on a tightening path? We break down how Warsh's remarks lifted short-term yields and September rate odds, why Marvell's AI-led update rocked chip stocks, and which jobs, oil and geopolitical risks c...