Fed Rate Cuts, Wall Street Booms & Silver Goes Wild

With a rate cut from the US central bank now almost guaranteed, we break down what it actually means and why the Fed is also quietly ending its multi-billion-dollar balance sheet tightening.

Meanwhile, Wall Street's heavyweights, J.P. Morgan, Morgan Stanley, Goldman Sachs and BlackRock just posted monster earnings. We unpack why deal-making is back, what Jamie Dimon's "cockroach" comment means for private credit, and how Morgan Stanley reclaimed its equity throne.

Finally, silver? It just hit a 45-year high, driven by a short squeeze that’s forcing traders to fly silver bars across the Atlantic. Literally.

From central bank policy to commodity chaos this is your one-stop weekly debrief to make sure you're on top of all things markets.

(00:00) Intro & Themes in Focus

(04:25) Fed Cut Locked & Loaded

(09:12) Understanding QE & QT

(21:12) Wall Street's big comeback

(23:09) J.P. Morgan Credit Problem

(27:56) Private Credit Warning

(32:26) Morgan Stanley's Stellar Performance

(37:01) Goldman's Huge Quarter

(40:06) GS Job Cuts Amid AI Adoption

(43:27) BlackRock's £13.5trl Boom

(47:12) Silver Gets Short Squeezed

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