Hosts Ryan and Michael review global markets after the Feds 25bp cut, the Bank of Canada and BOJ decisions, and a surprise US-China meeting that eased trade tensions.
They discuss bond and FX moves, metal highs, energy outlooks, and major tech earnings reactions, mixing sharp market analysis with irreverent humor.
This episode covers policy splits at the Fed, balance sheet runway timing, trade developments from the Xi-Trump meeting, and the day ahead including key ECB and corporate reports — all delivered live with candid banter.
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