Hello and welcome to the latest edition of Market Sunrise. We've got another packed show for you this morning. The question of the day is, will President Trump's big beautiful bill get passed before the July 4th holiday.Well, also coming up in today's show, we'll take a look ahead to the US unemployment report and how the tears of a finance minister moved the markets. Stick around too to hear more from our exclusive interview with the secretary general of the OECD. I asked him whether AI would take away our ...

And my next guest says the slide isn't over yet. Marco Pipe is chief strategist at BCA research. Marco been eager to check in with you with everything that's happened geopolitically and otherwise the past couple of weeks. But let's start with some of these market moves the long end not look you know treasuries obviously the UK we I don't know if you want to get into that those bond rates moving higher um with some concern about the budget bill. How would you describe the signals that were um being sent here ...

Speaking of the weak dollar, my next guest has three names that should benefit from that. Or maybe it's the whole market as we were just discussing. Michael Caneritz is here.He's the chief investment strategist at Piper Sandler. It's great to see you. You too.What What is the the sort of top level effect of a dollar being down 10%. I mean, is it supportive for stocks. What happens if it continues. What happens if it doesn't.I I think it's positive. I mean, at least that's what I've we've observed through mo ...

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Gold rose for a second day on optimism the Federal Reserve will resume rate cuts later this year https://t.co/Rl3sCcALmm ...

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All right, one big beautiful bill making its way. We're going to continue to see uh it go to the floor today with a reading. What's your perspective what it means for equities and also for the bond market.Um do you expect the bond vigilantes to react to some of the deficit increasing measures here. I don't Frank. I think we're well past that.I mean everybody's been looking for a reason to uh to get nervous and every time they do they they regret it a week or a day or a month later. So I think we're in a ver ...

I don’t have anymore motivational postsIn simple words, we are fucked untilthe rate cuts and QE starts which looksto be Sept - Oct 2025.Need to survive the next 3 months so wecan get to the mega altseason we deserve. ...

Big personal income miss on month over month.Economy for the majority of America has not been great for far too long, despite what many people wanna speculate that its fine!This tho just means rate cuts can be more justified. https://t.co/UA2ikKdl7H ...