Warm-Up
\n- Let's Look at the Fear and Greed Index
\n- Unemployment numbers are out (Something for everyone)
\n- CPI Data out tomorrow then PPI Thursday

CPI Thoughts
\n- July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%.
\n- The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks.
\n- A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure.

Tariffs Return Under New Authority
\n- New tariffs of 10% to 12.5% cover imports from 60 trading partners.
\n- The administration shifted to Section 301 after losing its emergency-powers case.
\n- Major partners affected include China, Europe, India, Japan, Canada, and Mexico.
\n- New lawsuits argue the administration is again stretching trade law too far.
\n- 25 States are suing on this ....

Free Cash Flow Changes - Year Over Year
\n------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company’s ability to fund buybacks, dividends, debt repayment, or growth.
\n- Apple: up about $7.5 billion, or 31%.
\n- Microsoft: down about $6.0 billion, or 23%.
\n- Meta: down about $7.8 billion, or 91%.","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/38241984"},"partOfSeries":{"@type":"PodcastSeries","name":"DHUnplugged Podcast","url":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/ru/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/ru/usa/investing/203","name":"Инвестиции"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/6436/512.jpg"}}]}]}

Приложения Для создателей

DHUnplugged Podcast

12 Aug 2026 02:35

DHUnplugged #813: Fear and Greed

Инвестиции

NEW HIGHS!!! Shaking off the bad stuff.

In the midst of earnings season – peak was last week.

Let’s Look at the Fear and Greed Index.

Unemployment numbers are out (Something for everyone)

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

Love the Show? Then how about a Donation?

Follow John S. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

Warm-Up - Let's Look at the Fear and Greed Index - Unemployment numbers are out (Something for everyone) - CPI Data out tomorrow then PPI Thursday

Markets - NEW HIGHS!!! Shaking off the bad stuff - In the midst of earnings season - peak was last week - OIL - Rebounding on NO DEAL (what a surprise)

NO Agenda / DHUnplugged Meet-Up - Follow Up (8-8-2026)

Starting off with Fear and Greed - Check this out: FEAR AND GREED INDICATOR

CPI Thoughts - July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%. - The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks. - A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure.

Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this ....

Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company’s ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%.

Отзывы

Podcastly – лучшая платформа для любителей подкастов. Более 10 миллионов аудио контента доступных на Android/iOS/Web/Desktop и Telegram.

Социальные сети

Выберите язык

🇷🇺