Finextra Pro
A news podcast encapsulating the most salient market news, brought to you by Finextra Pro and powered by Communify.
Episodes
169 episodes
The Daily Wrap – September 28, 2026
Can oil's sudden surge and spiking Treasury yields force the Fed to stay tighter for longer? We break down the market fallout — from PCE and payrolls risk to the US‑China tariff truce, Nvidia's record buyback, Apple’s $5.7bn verdict and sector ...
What's on Tap - September 27, 2026
Markets should watch PCE, payrolls and ISM manufacturing this week for signals on Fed policy and inflation momentum. Secondary themes include the energy shock, and earnings from Carnival, Micron and Nike alongside tight financial conditions wit...
The Weekly Wrap - September 9, 2026
Can AI megacaps keep markets aloft as Treasury yields climb to multi‑decade highs? A crisp wrap on how Microsoft, AMD and cloud/chip leaders powered the week's gains despite surging 10y/30y yields and falling oil, and why narrow breadth plus lo...
The Daily Wrap – September 25, 2026
Are multi-year highs in Treasury yields about to rewrite the Fed's rate path? We unpack the drivers of the bond selloff and the looming jobs and PCE prints that could reset policy expectations, while flagging market movers from Akamai’s Anthrop...
The Daily Wrap – September 24, 2026
Are markets braced for another Fed rate hike as Treasury yields climb to multiyear highs? We break down Fed officials keeping the door open to more tightening, a renewed oil price shock above $100, slipping stocks, stronger jobs data, and the e...
The Daily Wrap – September 23, 2026
Is a surprise surge in US business activity about to force markets to reprice rates and risk? We unpack S&P Global’s 58.4 flash Composite PMI and the knock-on lift to Treasury yields and oil prices that’s pressuring equities — while trackin...
The Daily Wrap – September 22, 2026
Can the Fed's inflation fight and a crucial $69bn two‑year auction puncture the AI-fueled tech rally? Get a rundown of Fed remarks and stubbornly high Treasury yields, the auction's market stakes, oil and Gulf developments easing price pressure...
The Daily Wrap – September 21, 2026
Can easing oil prices and softer Treasury yields keep the AI-fuelled rally intact? We unpack how retreating crude and yields, plus Meta-driven strength in chipmakers and renewed ETF flows into Bitcoin, are powering gains while leaving leadershi...
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...