A fast-moving roundup of this week's macro and market headlines: a possible partial U.S. government shutdown, a likely snap election in Japan pushing yen weakness and rising JGB yields, and strong corporate results from TSMC signaling robust AI demand.

Plus, Trump-era trade deals, banks’ upbeat earnings, and growing interest from major firms in event and prediction markets signal fresh market dynamics to watch.

The guys review 2025’s biggest market themes in a lively year-end episode: a messy US CPI release, debate over central-bank cuts, and political spin. They quiz each other on asset winners and losers — gold and NVIDIA among the standouts — and discuss Japan’s Nikkei outperforming major indexes.

The conversation covers sector performance (communications top, real estate worst), the US dollar’s decline with the Swedish krona’s strong gain, and the scale of AI infrastructure spending driving market moves into 2026.

Listeners get a spirited roundup, market convictions for the year ahead, and holiday well wishes from the team.

The guys review the week’s top market stories: standout retail earnings and campaigns, Nike’s leadership reshuffle, and MicroStrategy’s cash raise amid heavy Bitcoin exposure.

They debate what the ADP payroll print and next week’s Fed decision mean for year‑end market positioning.

The episode also covers the potential ripple effects of upcoming AI IPOs and broader investor sentiment going into the holidays, offering trade ideas, sector baskets, and a light-hearted take on market themes.

On this week’s Friday Fix the team breaks down the spike in UK 10‑year yields amid fiscal uncertainty, the end of the US government shutdown and its hit to Q4 GDP, and rising odds of a December Fed cut.

We also cover SoftBank’s move out of Nvidia, Michael Burry closing his hedge fund, and market jitters from equities to crypto — a concise roundup of the stories traders should watch into next week.

This episode of the Friday Fix discusses the UK budget chatter and political uncertainty, the Bank of Englands potential rate moves, and the implications for markets.

The hosts debate Rachel Reeves' pre-budget announcements, possible tax changes, and political risks, then pivot to earnings and tech: Teslas shareholder meeting and Musks compensation, AI-related power demand, big earnings updates from Amazon, Palantir, Nintendo, and broader market themes including green energy, chip supply, and geopolitical competition in AI.

In this episode the hosts break down the major themes shaping markets: OpenAI’s potential IPO and how investors might play the AI boom, big Mag7 earnings and AI capex, the Fed’s cautious messaging and rate-cut outlook, plus geopolitical moves from Trump in Asia.

They also touch on the rise of humanoid robots, UK budget risks, and where to find trade ideas in a volatile backdrop.

Ryan, Jesse and Alex from AlphaPicks break down the major market themes and news that moved markets this week, and look ahead to what could matter next.

Highlights include a personal Deliveroo IPO loss, new U.S. sanctions that lifted oil, rare earths and critical minerals deals (notably with Australia), and the impact of politics on commodities and company strategy.

The hosts also review corporate earnings and sector shifts — Netflix, Tesla, Intel and more — and discuss what those results mean for chips, AI, and broader market positioning.

Welcome to the Friday Fix where the team from AlphaPicks dissects the week’s market moves — from Trump’s tweets and a surprise bond bid to a sharp Friday sell-off and a rising VIX. They discuss the implications for US-China tensions, the metals rally (notably silver and gold), regional bank jitters, and Fed signals on rate cuts and balance sheet runoff.

Tune in for candid takes on whether this is the start of a broader trade war, why Fridays may become risk-off again, and what to expect for market direction into year-end.