PiQ Morning Blast

Morning Blast - 7th January: Markets, Rants Over ADP vs NFP - Guinness - Inflation, Oil & Jobs

Hosts Ryan and Michael dive into market moves, eurozone inflation surprises, and geopolitical noise around Venezuelan oil and a curious tanker.
They debate the merits of ADP versus NFP jobs data, discuss potential tariff rulings and market implications, and preview key economic releases for the day.
Expect frank banter, live recording authenticity, and a mix of market insight with offbeat humour.

Morning Blast - 6th January: Markets Unfazed - Venezuela Sparks Noise, Not Panic

Hosts Michael and Ryan riff through the latest market moves, unpacking Venezuela’s political drama and why markets largely shrugged it off, with energy and precious metals the main movers.They also criticise the Dow’s price-weighted flaws, preview today’s PMI and inflation data, and discuss Tesla’s UK sales slump as BYD gains ground — a quick, candid market roundup with banter.

Morning Blast - 5th January: Venezuela Unplugged - U.S. Raid, Oil Realities, and Geopolitical Stakes

Hosts Ryan and Michael unpack the weekend's dramatic U.S. operation in Venezuela — from Maduro's arrest to the complex reality of Venezuelan oil, infrastructure needs, and geopolitical consequences.
They also cover market reactions, key economic data, and the week ahead, delivering a mix of market insight and lively debate.

Morning Blast - 19th December: Year-End Show With An Obvious Hangover - Central Bank Circus and CPI Surprise

Hosts Ryan and Michael deliver a lively year-end market roundup covering risk-on rallies, major central bank decisions (BoE rate cut, ECB pause, BoJ hike), a soft US CPI print with collection quirks, UK retail weakness, and big headlines from TikTok, OpenAI, Trump, NVIDIA and major debt issuance plans.The episode closes with year-end cautions about thin trading, festive sign-offs, and thanks to listeners as the team signs off until 2026.

Morning Blast - 18th December: Markets, Madness and Micron - The Penultimate Morning Ramble

The hosts deliver a fast-paced, irreverent market roundup with humour and strong language, covering equity moves, key central bank decisions, and big tech headlines.Topics include Trump’s speech and military bonus, Micron’s earnings, OpenAI and AI funding rumours, Oracle’s data centre drama, commodity moves, and upcoming BOE/ECB/BoJ policy decisions and US CPI—their take on what to watch next.

Morning Blast - 17th December: BOE Poised to Cut as UK Inflation Eases

Hosts Ryan and Michael deliver a candid, live market roundup covering the latest UK inflation surprise, expectations of Bank of England rate cuts, and weakening US jobs data that may push the Fed toward cuts.
They also discuss commodity moves, corporate headlines, and major tech stories like OpenAI and Apple.
Expect blunt commentary, market levels from Clive Lambert, upcoming data and Fed speakers, and a quick look at earnings and M&A — all recorded with a casual, swear-filled tone.

Morning Blast - 16th December: Markets, Mayhem & Year-End Madness - Jobs, Fed and Ford’s $19.5B Shock

A candid, irreverent market roundup covering UK jobs weakness, the US November payrolls preview, Fed chair speculation, and major corporate news including Ford’s $19.5B EV charge.The hosts warn about thin year-end trading, review commodities and tech moves, and discuss crypto, exchanges and macro headlines to watch before the holidays.

Morning Blast - 15th December: Markets on Edge - AI Hype, Fed Picks & Year‑End Trading Risks

Ryan and Michael deliver a live, unscripted market roundup covering Friday’s equity wobble, AI-related earnings and supply concerns, and key overnight headlines including SpaceX IPO chatter, iRobot bankruptcy and geopolitical developments.
The episode also previews a busy week of central bank decisions and economic data—BOJ policy, UK and US indicators—and warns listeners about thin year‑end liquidity and trading risks as 2025 closes out.

Morning Blast - 12th December: Friday Market Rundown - S&P Eyes Records as UK GDP Slumps

Hosts Ryan and Michael deliver a rapid Friday morning market roundup: U.S. futures and several commodities hit record highs, UK GDP shows renewed contraction, and the Fed moves to safeguard regional bank appointments.Highlights include big moves in metals and energy, Oracle’s sharp drop and Larry Ellison’s losses, Disney’s tie-up with OpenAI, Rivian’s AI chip plans, and regulatory and policy shifts in the U.S. and EU.With a light economic calendar and markets in year‑end mode, the episode wraps up with a look ahead to potential weekend risks and the quiet run-up to Christmas.

Morning Blast - 11th December: Fed's 25bps Cut and the 'Not-F*CKING-QE' Twist — Markets Digest

Ryan and Michael recap the FOMC's 25 basis point cut, the committee's more data-dependent guidance and the Fed's short-term Treasury purchases (not F*CKING QE).
Markets briefly rallied then pulled back as the dollar weakened; metals and commodities saw mixed moves while Oracle's results hit tech stocks after hours.
Other headlines include Bank of Canada and SNB holds, BOJ rate expectations, Mexico tariffs, and corporate updates from SoftBank and Adobe.
The hosts flag upcoming US jobless claims and next week’s jobs report and warn that liquidity will be thin as markets head into the holidays.