Afleveringen

  • The Open Bell — Ep. 084 — 16 Oct 2026

    The Open Bell — Ep. 084 — 16 Oct 2026
    16 Oct 2026
    Today on The Open Bell: Wholesale prices just posted their second-biggest monthly jump on record, a full 1.3% in a single month against forecasts of 0.5%, and the weird part is that bond markets responded by falling in yield, meaning traders think the economy breaks before inflation does. Iran confirmed it sank a container ship in the Strait of Hormuz, oil jumped 3% toward $98, and the only reason it's not already past $100 is that Saudi crude is moving through alternative routes and emergency reserves are hitting the market right now. The European Central Bank just cleared Italy's UniCredit to push its stake in Germany's Commerzbank past 30%, the biggest green light in a potential cross-border banking merger that Berlin never publicly wanted, and now can't block without picking a direct fight with its own central bank. If this episode helped, a five-star rating takes ten seconds and it's genuinely the best way to help the next person find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:16 U.S. Wholesale Prices Post Second-Largest Monthly Jump on Re 02:57 Iran Sinks Ship in Hormuz; WTI Crude Surges 3% Toward $98 05:11 ECB Clears UniCredit to Lift Commerzbank Stake Above 30% 07:13 Closing thoughts

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    8 min.
  • The Open Bell — Ep. 083 — 15 Oct 2026

    The Open Bell — Ep. 083 — 15 Oct 2026
    15 Oct 2026
    Today on The Open Bell: U.S. inflation came in hotter than expected for September, and the ugly part is that almost half of it is gasoline, which means the Fed is being asked to cool a fire it didn't start and can't really put out with higher interest rates. Australia shed 39,300 jobs last month when everyone was forecasting a gain, and the market's confidence in a November rate hike from the Reserve Bank of Australia has gone from near-certain to basically a guess overnight. Bolivia is rewriting its gold export rules to pull in U.S. dollars before its foreign reserves run dry, and the distance between "mining reform announcement" and "can't keep fuel on the shelves" is a lot shorter than it sounds. If today's episode helped you make sense of something complicated, a five-star rating takes about ten seconds and helps the next listener find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:10 US September CPI hits 3.7%, fuelling new Fed rate-hike fears 03:36 Australia loses 39,300 jobs in September; RBA hike odds cras 06:04 Bolivia overhauls gold export rules to attract dollars, stab 08:01 Closing thoughts

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    9 min.
  • The Open Bell — Ep. 082 — 14 Oct 2026

    The Open Bell — Ep. 082 — 14 Oct 2026
    14 Oct 2026
    Today on The Open Bell: A Houthi ballistic missile hit the Dhahran headquarters of Saudi Aramco yesterday, set fire to an administrative tower that effectively runs one-eighth of the world's entire oil supply, and oil prices surged toward $95 a barrel before markets had time to blink. The head of the New York Fed told the world on Tuesday that rate hikes are basically done after one more this year, and the bond market, which prices US government debt and sets the floor for mortgage rates everywhere, added billions in value within minutes. Singapore's central bank just held rates steady despite the economy growing at 5.4 percent, and every single analyst who covers it predicted the opposite, which is either a masterclass in monetary policy or a very bad sign for anyone who thought they had this one figured out. If today's episode helped you get your head around any of this, a five-star rating takes ten seconds and helps the next listener find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:11 Houthi Missile Hits Saudi Aramco HQ; Oil Surges Toward $95 02:57 Fed's Williams Signals No 2027 Hikes; Treasuries Rally Hard 05:17 MAS Stuns Markets With Policy Pause as Singapore GDP Hits 5. 07:08 Closing thoughts

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    8 min.
  • The Open Bell — Ep. 081 — 13 Oct 2026

    The Open Bell — Ep. 081 — 13 Oct 2026
    13 Oct 2026
    Today on The Open Bell: The IMF nudged its global growth forecast up to 3.1% this week, which sounds reassuring until you read what the fund actually said: the world economy is holding together, but only barely, and there's not much runway left if something else goes wrong. Oil is sitting at $105 a barrel, up roughly 70% from a year ago, and reports that the Trump administration is weighing military strikes on Houthi targets in Yemen could push it higher, which means the fuel and freight costs already squeezing household budgets aren't done yet. South Korea's stock market dropped 6% in a single session today, its worst day since July, after a Chinese chipmaker claimed it's built memory chips that can go toe-to-toe with the best AI hardware around, and markets didn't wait around to find out if the claim is true. If this episode helped you make sense of today, a rating on Apple Podcasts or Spotify genuinely helps the next listener find us. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:11 IMF raises 2026 world growth forecast to 3.1% but warns resi 03:19 Brent crude holds above $105 as Trump signals possible Houth 05:56 South Korea's Kospi tumbles 6% to below 6,000 in sharpest si 07:53 Closing thoughts

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    8 min.
  • The Open Bell — Ep. 080 — 12 Oct 2026

    The Open Bell — Ep. 080 — 12 Oct 2026
    12 Oct 2026
    Today on The Open Bell: Trump announced an "energy ceasefire" between Russia and Ukraine on Sunday, oil dropped below $104 a barrel on the news, and Ukraine said Russian strikes on its power grid had already resumed by Monday morning. A Chinese state-backed chipmaker just disclosed a next-generation memory chip design that sent Samsung shares down more than 3%, and if you think the chip war was already tense, CXMT says it wants these in servers before the end of the year. OpenAI accidentally overstated its own revenue by $18 billion last week, briefly erasing hundreds of billions in value from the Nasdaq, the tech index tracking America's biggest growth companies, before a correction put the number closer to right, which raises a question the correction itself doesn't answer: how does a number that size get wrong in the first place? If this helped you make sense of today, a rating on Apple Podcasts or Spotify takes about ten seconds and helps the next listener find us. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:13 Trump energy ceasefire sends oil below $104 but Houthi doubt 03:21 China's CXMT chip breakthrough sends Samsung and SK Hynix sh 06:06 OpenAI revenue correction sparks tech rebound after Nasdaq's 07:42 Closing thoughts

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    9 min.
  • The Open Bell — Ep. 079 — 9 Oct 2026

    The Open Bell — Ep. 079 — 9 Oct 2026
    9 Oct 2026
    Today on The Open Bell: Oil is back above $100 a barrel because ships passing through the Strait of Hormuz, the narrow channel that carries roughly a fifth of the world's crude, are under threat, and the knock-on is already showing up in grocery prices from Bangkok to Kuala Lumpur and in government budgets that were not built for $102 oil. Samsung just told its suppliers to cut shipments by up to 30% this quarter, because the same memory chip that's powering every AI model you've heard of is now too expensive to put inside a smartphone at a price anyone wants to pay. American Express has been fined $350 million for running an anti-money-laundering programme that regulators decided wasn't really doing the job, one of the largest penalties a US card network has ever faced, and every other major card company is quietly reviewing its own back office today. If today's episode helped you make sense of what's actually moving, a five-star rating takes thirty seconds and it genuinely helps the next listener find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:16 Brent Above $102 as Hormuz Supply Anxiety Stiffens Global In 03:31 Samsung Cuts Q4 Smartphone Output 30% as Memory Prices Hit $ 05:58 American Express Fined $350M for Anti-Money-Laundering Failu 08:01 Closing thoughts

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    8 min.
  • The Open Bell — Ep. 078 — 8 Oct 2026

    The Open Bell — Ep. 078 — 8 Oct 2026
    8 Oct 2026
    Today on The Open Bell: Brent crude just jumped more than three dollars in a single session to clear $103 a barrel, and if you've ever wondered how fast a flare-up in the Strait of Hormuz turns into a higher number at the petrol pump, today's your case study. Chinese stock markets reopened this morning after a week-long National Day holiday and walked straight into a wall of news their traders had been locked out of, including US government borrowing costs at levels nobody's seen since 2002, which makes their first session back less a trading day and more a damage assessment. The yield on the 10-year US Treasury, basically the interest rate the government pays when it borrows, hit 5.35% on Tuesday, a 24-year high, and what sounds like an abstract number in a headline is in practice a direct line to what you pay on a new mortgage. If today's episode helped you get your head around any of that, a five-star rating takes about ten seconds and genuinely helps other people find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:16 Oil Surges Past $103 as Middle East Tensions Tighten Supply 02:55 China's A-Shares Reopen After 7-Day Golden Week Break to New 05:11 US 10-Year Treasury Yield Hits 24-Year High of 5.35% on Oct 07:11 Closing thoughts

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    8 min.
  • The Open Bell — Ep. 077 — 7 Oct 2026

    The Open Bell — Ep. 077 — 7 Oct 2026
    7 Oct 2026
    Today on The Open Bell: The Fed raised rates again in September, but the minutes released today show a central bank quietly arguing with itself about whether it's gone too far, and the honest answer is that nobody on that committee seems entirely sure. France's debt costs are now blowing out at a pace that's bringing back some uncomfortable memories of 2011, the euro just hit a 17-month low, and the question the bond market is asking isn't whether France has a problem but whether Europe does. India's central bank just hiked rates for the first time since early 2023, erasing the cuts it spent all of last year making, and if you thought the global rate-cut cycle was firmly underway, today was a reminder that it's a lot more complicated than that. If this episode helped, a five-star rating takes ten seconds and helps the next listener find the show. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:14 Fed Minutes Reveal Split on Pace of Further Rate Hikes 03:17 Euro Hits 17-Month Low as French Debt Spread Surges Past 150 05:55 RBI Raises Repo Rate to 5.50% in First Hike Since Feb 2023 07:53 Closing thoughts

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    8 min.