PiQ Morning Blast

Morning Blast - 22nd January: Gas Chaos, Trump U‑Turns and Market Mayhem

Hosts Ryan and Michael deliver a lively, no-holds-barred market briefing covering extreme Nat Gas volatility and a stern warning to avoid February futures, plus a rundown of key market levels and commodity moves.
They unpack President Trump’s (non)surprise de‑escalation over threatened European tariffs after a Greenland/Arctic meeting, discuss potential geopolitical pivots (Iran, Cuba, Panama), and flag the Fed meeting, earnings and other headline risks traders should watch.
Practical, blunt trading advice and quick sector watchlists round out this fast-paced episode.

Morning Blast - 21st January: Stop Overtrading! Plus, Davos Drama & Market Moves

Ryan and Michael deliver an uncut morning roundup of markets: Davos headlines and President Trump’s arrival, key futures and equity levels, a massive spike in Henry Hub gas, gold and silver highs, and a nuanced take on UK inflation data.The hosts also tackle a trader’s biggest mistake — over‑trading — covering the psychology behind it, practical journaling advice, and what to watch in the day ahead.

Morning Blast - 20th January: Why The Weaponisation of Treasuries is Nonsense - And Other Dramas

Today’s Morning Blast covers volatile market moves — rising global yields and a sharp sell-off in Japanese long-term bonds after a snap election and loose fiscal talk, mixed equity futures amid Trump headlines at Davos, and key levels from Clive Lambert.The hosts also explain why the idea of Europe “weaponising” U.S. Treasuries is impractical, review UK labour data, and flag events to watch including Davos speeches and Netflix earnings.

Morning Blast - 19th January: Trump Threatens Tariffs Over Greenland — Markets Wobble

Hosts Ryan and Michael deliver a blunt, candid recap of a headline-packed weekend: President Trump’s tariff threats over Greenland, market risk-off moves in thin holiday liquidity, a haven bid into gold and bonds, bitcoin and base metals under pressure, and sharp moves in energy and European gas.They also preview the week ahead — Davos, Fed chair speculation, key UK employment and inflation data, corporate earnings, and ongoing geopolitical volatility — advising listeners to monitor headlines and stay cautious.

Morning Blast - 16th January: Markets, Mayhem & Michael - BOJ, Bitcoin and the Weekend Risk

Hosts Ryan and Michael deliver a fast, unfiltered morning market wrap with trades, technical levels and a dose of humor. Clive’s market notes cover equities, commodities and FX while the pair discuss the latest moves in the yen, Bitcoin, oil and base metals.The episode’s main focus is the looming U.S. Congress funding deadline, the risk of a partial government shutdown and what that could mean for defense, DHS and markets. They also touch on geopolitical headlines, US–Taiwan trade talk, and the ongoing UK statistics (ONS) problems.

Morning Blast - 15th January: UK GDP Surprise - The Jaguar Land Rover Effect

Ryan and Michael deliver a fast, opinionated market roundup covering UK GDP that beat expectations largely due to Jaguar Land Rover's production rebound, parabolic moves in silver and gold, and broader equity, FX and bond action.They unpack data distortions, construction weakness, U.S. retail strength, and geopolitical headlines, and preview a pivotal UK data week ahead.

Morning Blast - 14th January: Raw & Uncut - Markets and Political Rants

Ryan and Michael deliver a raw, uncut market update covering record-breaking moves in gold, silver and base metals, plus Treasury and dollar swings following US inflation data.They debate Trump’s calls on Fed policy and rate caps, review JP Morgan’s mixed earnings and UK fiscal pressures, and unpack CME’s push into retail futures.Episode closes with a look ahead at upcoming US data, bank reports and geopolitical developments affecting markets.

Morning Blast - 13th January: Markets Panic Then Rally - Fed Subpoena Sparks Volatility as Stocks Rebound

Hosts Ryan and Michael recap a volatile trading day after news of DOJ subpoenas to the Fed, Powell's defiant response, an initial sell-off across U.S. assets and a quick market rebound with record highs in the S&P.They discuss Japan’s likely snap election under the new prime minister, the implications for stimulus, the yen and possible Bank of Japan/Ministry of Finance action.They also cover tech headlines — Apple’s tie-up with Google’s Gemini for Siri — and flag today's US CPI, the start of earnings season and a 30‑year Treasury auction.

Morning Blast - 12th January: Powell Pushes Back - Fed Chair Condemns DOJ Subpoena

This episode covers the dramatic escalation between the White House and the Federal Reserve after the DOJ served a grand jury subpoena to the Fed, and Chair Powell’s rare, direct video response defending Fed independence.Hosts also review the weekend and Friday market moves, dissect the December jobs report (including why healthcare hiring masks weakness elsewhere), and preview key events this week like CPI, bank earnings, and central bank commentary.

Morning Blast - 9th January: NFP Showdown - Will December Jobs Shake the Fed?

Ryan and Michael recap a quiet trading day and break down the big events to watch: the December US nonfarm payrolls, a possible Supreme Court ruling on IEPA tariffs, and market-moving headlines including Trump’s MBS order and renewed Glencore–Rio Tinto merger talks.They also debate the Bank of England’s policy stance and the risk of a policy error as UK growth stalls, and offer context on data revisions, sectoral job gains, and what could move central bank decisions in the weeks ahead.