Shows / Newsquawk Rundown, Daily Podcast
Newsquawk Rundown, Daily Podcast
Get up to speed with everything you need to know ahead of today's open with the Newsquawk rundown
Episodes
- Newsquawk Rundown, Daily Podcast
US Market Open: Trump said it was "largely true" that Republicans lost the midterms because of the Iran war; NQ underperforms as memory names slip
US President Trump said it was "largely true" that Republicans lost the midterms because of the Iran war, while he said he is not replacing War Secretary…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Crude stays pressured and gold returns above USD 4,100/oz after the Democratic sweep; BoE expected to hike
US President Trump said it was "largely true" that Republicans lost the midterms because of the Iran war, while he said he is not replacing War Secretary…
- Newsquawk Rundown, Daily Podcast
US Market Open: Democrats are projected to have flipped both the House and Senate from the Republicans; initial US equity pressure has since reversed, with NQ +1.1%
Democrats are projected to have flipped both the House and Senate from the Republicans. US President Trump said he will accept the election result and is…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Democrats projected to win both House and Senate resulting into USD pressure and selling across US equity futures
Democrats are seeing a very strong midterm result, flipping key Senate races in Ohio, Texas, South Carolina and Kansas, with DDHQ giving them a 99% chance of…
- Newsquawk Rundown, Daily Podcast
US Market Open: Crude benchmarks move off lows after the US attacked Iran's Qeshm Island; AAPL -4% post-earnings
The US attacked Iran’s Qeshm Island on Monday, with an official describing it as small-scale and defensive. Journalist Mallick reported that an agreement for…
- Newsquawk Rundown, Daily Podcast
EU Market Open: European bourses set for a slightly weaker open; reports suggest that the US attacked Iran’s Qeshm Island on Monday
US equity futures were varied ahead of the US midterm elections and with Apple (-2.7%) ultimately declining post-earnings. AUD/USD ultimately weakened after…
- Newsquawk Rundown, Daily Podcast
US Market Open: Trump is reportedly favouring diplomacy with Iran; DXY is under mild pressure awaiting midterms
US President Trump reportedly favours giving diplomacy with Iran more time before considering renewed military strikes, Axios reported. Iran reportedly…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Iran says Qatar-mediated talks are making progress; European bourses set for a firmer open
US President Trump would reportedly be able to resume strikes a day after the midterms, while Iran says Qatar-mediated talks are making progress. APAC stocks…
- Newsquawk Rundown, Daily Podcast
US Market Open: Amazon and Intel disappoint, further weighing on NQ futures; Qatari delegation arrives in Tehran
A Qatari delegation has arrived in Tehran to advance efforts towards a US-Iran agreement. The US reportedly informed mediators that Iran abandoning its nuclear…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Tech sector lagged following AMZN and INTC earnings; BoJ stood pat as expected
US futures slumped after-hours on weak results from Amazon (-7.3%) and Intel (-23%), while APAC stocks were mixed and the KOSPI triggered a sidecar. BoJ kept…
- Newsquawk Rundown, Daily Podcast
US Market Open: Alphabet slumps pre-market after disappointing earnings; ECB's Lagarde is to step down early
The US administration is reportedly pursuing negotiations for a temporary peace agreement with Iran, although significant obstacles remain, according to…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks were mixed as the region digested the FOMC and big tech earnings; KOSPI underperformed as Samsung Electronics' results
The Fed kept rates unchanged, as expected, with hawkish dissents from Hammack and Cook; Chair Warsh's press conference lacked hawkish surprises, weighing on…
- Newsquawk Rundown, Daily Podcast
US Market Open: NQ futures supported by upbeat SK Hynix earnings; Crude choppy following conflicting US-Iran updates
NQ futures outperform following SK Hynix's upbeat earnings. DXY flat; NZD hit after the RBNZ unexpectedly held rates steady. Fixed income benchmarks modestly…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks were mostly higher, oil rebounded, and NZD/USD slumped post-RBNZ
US told several Gulf Arab countries to be prepared for a short, intense military campaign after the US midterm elections, according to people briefed on the…
- Newsquawk Rundown, Daily Podcast
US Market Open: NQ futures underperform despite Asia's tech rebound; NZD leads ahead of the RBNZ announcement
An Iranian Ambassador said Iran proposed a seven-day plan to the US and added that Iran seeks to reduce tensions through diplomacy. Saudi's Ras Tanura refinery…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Asia-Pac stocks were mixed, with tech stocks supported by a rebound stateside; Europe set for a subdued open
Iranian Deputy Security Chief Bagheri Kani said Iran is open to a shorter US proposal timeline if conditions are met, according to state TV. APAC stocks were…
- Newsquawk Rundown, Daily Podcast
US Market Open: Crude benchmarks move lower which is lifting sentiment across US equity futures; OATs outperform post-Moody's
US President Trump said it was “getting to be decision time” on whether to strike a deal with Tehran or resume attacks. An Iranian source posted on Telegram…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks were mixed with a mostly negative bias, Europe looks set for a mostly higher open
US President Trump said it was “getting to be decision time” on whether to strike a deal with Tehran or resume attacks. An Iranian source posted on Telegram…
- Newsquawk Rundown, Daily Podcast
US Market Open: Crude benchmarks firmer amidst ongoing tensions in the Middle East; EUR digests poor PMI metrics
US President Trump says the US crushed Iran, and may want to do it a "little more". Crude benchmarks firmer on ongoing tensions in the Middle East; recent bout…
- Newsquawk Rundown, Daily Podcast
EU Market Open: French assets in focus into a key weekend, geopol attention on Trump's commentary re. Iran
APAC equities were under pressure, mostly following the negative tech-led Wall St. handover; European futures now point to a contained open. USD modestly…
- Newsquawk Rundown, Daily Podcast
US Market Open: Crude benchmarks stronger after the IRGC warned US bases; TSLA falls post-earnings
Iran's IRGC Navy warned that US efforts to encourage passage could result in strikes on US bases. Iran's Major General Rezaei said Iran has presented seven new…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Crude benchmarks gain on continued punchy IRGC rhetoric; European bourses are set for a lower open
APAC stocks were pressured and extended on losses throughout the session as AI and semiconductor names were sold, despite the gains on Wall Street. The Hang…
- Newsquawk Rundown, Daily Podcast
US Market Open: Crude benchmarks rebound from recent losses, DXY steady whilst AUD reacts to hawkish RBA commentary; TSLA ahead
Pakistan Army Chief Munir brought the "final warning" from the United States to Iranian officials, which called on Iran to submit to the US demands for…
- Newsquawk Rundown, Daily Podcast
EU Market Open: European bourses set for a firmer open as tech rebounds; UK CPI ahead
APAC stocks were mostly firmer amidst strength in AI names; the NQ outperformed after gaining on SMCI's and SpaceX's mega forecasts. European equity futures…
- Newsquawk Rundown, Daily Podcast
US Market Open: Iran's Foreign Ministry suggested that the country favours diplomacy, though crude benchmarks continued to move higher; GBP gains post-jobs data
Iranian Foreign Ministry said that if there is even the slightest chance that it may be able to prevent the escalation of tensions through diplomacy, it must…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks were mostly lower, and European bourses set for a negative cash market open; DXY mildly pressured
Iran’s IRGC destroyed a US MQ-9 drone over the Strait of Hormuz; separately, Sabereen reported that explosions were heard in Bandar Abbas, though details were…
- Newsquawk Rundown, Daily Podcast
US Market Open: Trump waived key Russian sanctions; US equity futures set to open firmer
US President Trump signed an executive order waiving certain Graham Act sanctions, restrictions and duties on Russian energy revenues. Russian President Putin…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump touted that significant progress is being made between Russia and Ukraine; European stocks set for a weaker open
US President Trump said on Truth Social that he is negotiating peace between Russia and Ukraine and that significant progress is being made. US President Trump…
- Newsquawk Rundown, Daily Podcast
US Market Open: Trump said Iran had asked for a halt to US attacks and negotiations are still ongoing; TSLA +5% after Musk unveiled a "flying" car
US President Trump said Iran had asked for a halt to US attacks and negotiations are still ongoing. Trump mentioned that he would not use nuclear weapons, but…
- Newsquawk Rundown, Daily Podcast
EU Market Open: US President Trump said Iran had asked for a halt to US attacks; European bourses set for a firmer open after the recent tech sell off
US President Trump said Iran had asked for a halt to US attacks and negotiations are still ongoing. Trump mentioned that he would not use nuclear weapons, but…
- Newsquawk Rundown, Daily Podcast
US Market Open: US reportedly mulling the use of the "mother of all bombs" to target Iran; AI woes fuel another round of tech selling
The US military developed new strike plans that include potentially using the so-called “mother of all bombs” to target Iranian energy infrastructure and…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks slumped amidst the global tech sell-off; the US military reportedly developed new strike plans against Iranian energy
US President Trump said the Iran conflict will end soon; the US military reportedly developed new strike plans targeting Iranian energy and nuclear sites. APAC…
- Newsquawk Rundown, Daily Podcast
US Market Open: Houthis threaten Saudi oil facilities once again; DXY flat awaiting US CPI
US President Trump said he will make a decision on Iran very soon; Israeli PM Netanyahu and Trump reportedly discussed launching a major new operation against…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump and Netanyahu reportedly discussed launching operations against Iran before elections; DXY softer, whilst crude benchmarks gain
US President Trump said he will make a decision on Iran very soon; Israeli PM Netanyahu and Trump reportedly discussed launching a major new operation against…
- Newsquawk Rundown, Daily Podcast
US Market Open: Trump reiterated that the war with Iran will end soon; JPY gains following a BoJ source report, whilst the DXY is pressured alongside yields and oil prices
US President Trump said the war with Iran will end very soon and that oil prices will fall once the conflict concludes, while Saudi Arabia conducted further…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump calls on Putin and Zelensky to get together and end the war; DXY is lower as yields ease and crude futures decline
US President Trump said the war with Iran will end very soon and that oil prices will fall once the conflict concludes, while Saudi Arabia conducted further…
- Newsquawk Rundown, Daily Podcast
US Market Open: Trump announced a Russia-Ukraine energy ceasefire, but was not confirmed by Moscow; DXY mildly firmer
US President Trump announced a potential Russia-Ukraine energy ceasefire, while also lifting Russia's diesel export ban. Ukrainian President Zelensky said that…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump is mulling joining Saudi against the Houthis; he also announced an immediate "energy ceasefire" between Russia & Ukraine
US President Trump is considering joining Saudi strikes against Yemen's Houthis following deadly airport attacks, while Iran reiterated that Hormuz will only…
- Newsquawk Rundown, Daily Podcast
US Market Open: Sources suggest that US-Iran exchanges continued since they met in New York; Brent lower as Trump suggests he had productive discussions with Iran
A US military source told Al-Hadath that US forces received orders to mobilise last Sunday and that thousands of missiles have been replaced and sent to…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Risk on after Trump pushed back on reports of US strikes on Iran before the midterms
US President Trump said he is having productive discussions with Iran and will not attack Iran at any time before the midterms; the US military has nonetheless…
- Newsquawk Rundown, Daily Podcast
US Market Open: Reports suggest that Trump may order strikes on Iran before midterms; energy prices higher, weighing on global sentiment
Multiple reports suggest that US President Trump has ordered the military to be ready for possible Iran strikes, with the President weighing the timing of the…
- Newsquawk Rundown, Daily Podcast
EU Market Open: US President Trump may order another strike on Iran before the midterms; Brent +2%
US President Trump might order another Iran strike before the midterms, and Pentagon planners are crafting options, although no final decision has been made…
- Newsquawk Rundown, Daily Podcast
US Market Open: DXY gains on rising energy prices and higher yields; EU is reportedly preparing a temporary import cap on Chinese hybrid cards
US VP Vance said that Iran must make a "meaningful" reduction in its nuclear enrichment capacity to satisfy US demands and end the war. The EU is reportedly…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Sentiment hampered as yields and energy picks up once again; DXY eyes FOMC Minutes later
US President Trump reiterated that millions of barrels of oil have been delivered over the last couple of days, adding that oil prices will come way down…
- Newsquawk Rundown, Daily Podcast
US Market Open: Europe firmer with sectors holding a positive bias ahead of the US open
US President Trump signed an order to waive off-road requirements to allow anyone to purchase tax-free red-dyed diesel. French RN leader Le Pen said France…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump says that the Iran war will end soon, though strikes in the Strait continue; European bourses set for a firmer open
US President Trump said he is always open to direct talks with Iran and that it will all work out regarding the Saudis and Houthis. US President Trump said the…
- Newsquawk Rundown, Daily Podcast
US Market Open: Saudi Arabia's East-West pipeline reportedly hit, but is said to be flowing as normal; DXY firmer into ISM Services
A US official told Semafor that there is a real possibility that Iran may want to inflict some pain on US President Trump before the midterms, and that Iran…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Iran reiterates that the Strait will not reopen until its conditions are met; European equities set for a slightly lower open
US President Trump said that he will be making a decision on Iran; Iran said the Strait of Hormuz will not reopen until its conditions are met. APAC stocks…
- Newsquawk Rundown, Daily Podcast
US Market Open: DXY under mild pressure into NFP; focus on EU proposal to release diesel from stockpiles
Energy complex falls on reports that the EU discussed a proposal to release diesel from stockpiles (Brent -3.2%, EU Gasoil -5.5%).US equity futures climb…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks traded mixed following the ultimately choppy performance stateside; Europe looks for a flat/firmer open
US President Trump reportedly recently told aides he expects to resume bombing Iran in November, WSJ reported.Crude futures paused overnight after rallying…
- Newsquawk Rundown, Daily Podcast
US Market Open: Yields surge weighing on global equities and lifting DXY; JPY lags post-data
A US official said Secretary of State Rubio demanded on Monday that Iran's delegation to the UN General Assembly immediately leave the country after…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump claims that the US has almost total control of the Strait, DXY gains whilst JPY lags post-Tankan survey
US President Trump said developments regarding Iran will happen very soon, while saying the US has almost total control of the Strait of Hormuz and the war…
- Newsquawk Rundown, Daily Podcast
US Market Open: Iran receives US feedback on the seven-point proposal; AUD lags post-CPI while DXY eyes PCE
US White House is reportedly tempering expectations of an imminent breakthrough between US-Iran, Semafor reported, with a source suggesting that "the bar is…
- Newsquawk Rundown, Daily Podcast
EU Market Open: APAC stocks were ultimately mixed, with US-Iran showing little progress; European equity futures indicate a positive cash market open
US-Iran talks and efforts by mediators this week yielded little progress, raising the odds of renewed combat, while Qatar will continue efforts despite growing…
- Newsquawk Rundown, Daily Podcast
US Market Open: Iranian Foreign Minister says they expect a US response today; AUD lags post-RBA
Iranian Foreign Minister Araghchi said Tehran discussed proposals with Qatari mediators to present to the US, and that a response is to be relayed to Tehran…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Crude edged higher; APAC stocks were mostly subdued; European equity futures indicate a flat/positive cash market open
Iranian Foreign Minister Araghchi said Tehran discussed proposals with Qatari mediators to present to the US, and that a response is to be relayed to Tehran…
- Newsquawk Rundown, Daily Podcast
US Market Open: Iran's delegation reportedly has no plans for talks with the US; crude benchmarks gain, lifting yields
US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, while he stated Iran wants to make a deal in which they open the strait…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Trump rejects Iran deal but expects talks to resume this week; crude, yields and dollar rise
US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, while he stated Iran wants to make a deal in which they open the strait…
- Newsquawk Rundown, Daily Podcast
US Market Open: Risk on action with crude benchmarks lower amidst hope of a Hormuz deal
Iranian Foreign Minister Araghchi said Iran presented a proposal to the US through mediators this week to reopen the Strait of Hormuz and restart negotiations…
- Newsquawk Rundown, Daily Podcast
EU Market Open: Iran's FM said that Iran presented a proposal to the US this week, weighing on the crude complex; central bank speak ahead
Iranian Foreign Minister Araghchi said Iran presented a proposal to the US through mediators this week to reopen the Strait of Hormuz and restart negotiations…