PiQ Morning Blast

Morning Blast - 12 February: Markets, Mayhem & Mic Drop Moments

Join Ryan and Michael Brown for a candid, no-holds-barred look at markets: yesterday’s moves, the NFP surprise and what to watch today.
They unpack US jobs details, Fed implications, geopolitical headlines and weak UK GDP, plus market levels across stocks, commodities and FX.

Morning Blast - February 11th: Wednesday Jobs Day - Markets Hold Their Breath Ahead of NFP

Hosts Ryan and Michael deliver a candid market update ahead of the US non-farm payrolls release, covering equities, FX, commodities, and key technical levels.They discuss soft US retail sales, ADP payrolls, the significant annual BLS benchmark revision, geopolitical energy risks, and recent equity developments including CME product expansion and activist interest in LSEG.The episode previews the NFP data, explains survey methodology and revisions, and outlines implications for Fed rate expectations and market reaction.

Morning Blast 10th February: Markets, Westminster Chaos & Alphabet’s Century Bond

Hosts Ryan and Michael deliver an unfiltered recap of yesterday’s markets—S&P hitting new highs, FX and commodity moves, and a technical update from Clive Lambert on European gas, carbon and metals.The episode then tackles Westminster turmoil around Keir Starmer, trade headlines (Trump–Xi meeting chatter and potential chip tariffs), and a deep-dive into Alphabet’s surprise 100‑year bond: who will buy it, why pension funds and insurers matter, and what long‑dated corporate issuance means for markets. The show closes with a brief look at the day ahead (US retail sales, Fed speakers, auctions and corporate earnings).

Morning Blast - 9th February: Markets Bounce, Mandelson Fallout and UK Chaos

On this Morning Blast Ryan and Michael cover a wide-ranging market update after Friday's recovery, including equities, commodities and bond moves, plus the latest geopolitical developments.They discuss US–Iran talks, Trump’s social media claims about the Dow, Japan’s decisive election result, and the unfolding UK political crisis around Mandelson and Keir Starmer — with commentary on how these events are affecting markets and the calendar ahead.

Morning Blast - 6th February: Friday Market Wake-Up - Bitcoin Bloodbath and BOE Dovish Twist

Good morning, good morning, good morning. It is Friday — Ryan and Michael deliver a candid market briefing with banter, warnings about language, and a focus on recent volatility across equities, metals and crypto.Key takeaways: the Bank of England’s dovish tilt, ECB on hold, a sharp pullback in Bitcoin and tech, silver’s wild swings, and weekend risks from geopolitics and Japan’s election. Short, frank and market-focused.

Morning Blast - 5th February: Super Thursday or Damp Squib? BOE & ECB Take Centre Stage

Ryan and Michael run through the market headlines ahead of the Bank of England and ECB decisions, covering sector rotation, inflation trends, and how central bank forecasts could shape rate-cut expectations.The episode also covers big tech results and capex plans from Alphabet, the upcoming Amazon report, commodity moves including gold and oil, bitcoin weakness, and key data to watch like US jobless claims and upcoming CPI prints.

Morning Blast - February 4th: Tech Stocks Dive, Sector Rotation Heats Up

Hosts Ryan, Michael deliver a fast-paced market update covering equities, FX, commodities and geopolitics. They unpack a software-led sell-off, broadening sector rotation into materials, energy and industrials, and a rebound in metals.
The episode also discusses tensions in the Middle East after an Iranian drone was shot down, key upcoming data (PMIs, ISM, ADP), major earnings (Eli Lilly, Alphabet, Arm) and the implications for investors and traders.

Morning Blast - 3rd February: Government shutdown for ants. Stocks Climb, Gold Bounces and RBA Hike

Ryan and Michael Brown run through a live market update covering a broad rally in equities, a gold and metals recovery, the RBA rate hike boosting the Aussie dollar, and movements in oil, gas and bitcoin.They also discuss major headlines including the US‑India trade deal, SpaceX’s merge with XAI, the partial U.S. government shutdown delaying jobs data, and key corporate earnings to watch this week.

Morning Blast - 2nd February: Blood in the Streets - Metals Crash and Market Mayhem

Welcome to the Morning Blast — a raw, candid market podcast covering a violent start to the week as metals swoon, equities wobble, and volatility runs rampant. Hosts Ryan and Michael break down overnight price action, market levels to watch, and the contained but sharp fallout centered on gold and silver.
The episode also covers Trump’s pick for Fed chair, Kevin Walsh, implications for policy pricing, practical trader advice on capital preservation and position sizing during big down days, and a look ahead at key data and events for the week.

Morning Blast - 29th January: Gold Frenzy, Fed Drama & Mega-Cap Earnings

Ryan and Michael deliver a no-holds-barred morning market podcast covering yesterday's moves and today’s docket — from gold and silver rallies and gamma-hedging chatter to Fed takeaways and geopolitical risks driving oil.They break down mega-cap earnings (Microsoft, Meta, Tesla, Apple), sector themes like AI capex, market structure alerts, and tradeable levels while keeping the banter, rants and colourful commentary flowing.