Newsquawk Rundown, Daily Podcast
Newsquawk 25 episodes Nov 12, 2026
A daily briefing that prepares listeners for the upcoming trading session. It summarizes the most important market news, economic data, and events scheduled for the day, helping traders and investors get up to speed quickly. The podcast is produced by Newsquawk, a financial news and analysis provider.
Episodes
EU Market Open: US VP Vance reportedly considering a face-to-face with a top Iranian official; NVDA said to preparing ousting CEO Huang
US VP Vance is considering a face-to-face with a top Iranian official, WSJ reported; weighing modestly on the energy space.APAC sentiment was choppy, but ultimately pressured, with further reporting around the Nvidia CEO hitting tech.European futures point to a modestly firmer cash open, US futures remain in the red, NQ -0.9%.USD remains bid, to the detriment of G10 peers across the board
US Market Open: Hawkish Iran rhetoric spurs a bid in crude benchmarks; tech outperforms following strong CoreWeave earnings
Qatar says it has secured "at least two weeks" for diplomatic efforts between the US and Iran, though significant differences remain.Iran's Rezaei said that any new US attack would be met with the targeting of "distant" US military bases as well, Al Mayadeen reports. Added that they will not remove any enriched nuclear material from Iran. Brent Jan’27 +1.9%.European bourses are broadly fi
EU Market Open: Fed speak dominates the tape, Qatar appears to have secured two weeks for diplomatic efforts
Qatar says it has secured "at least two weeks" for diplomatic efforts between the US and Iran, though significant differences remain.Fed's Bowman said there is still work to do, but the cost of additional tightening must be weighed. Paulson said further gradual hikes are appropriate. Goolsbee said inflation was borderline disturbing.APAC stocks were primarily firmer, shrugging off the Wal
US Market Open: Crude benchmarks slip as trilateral talks between US-Russia-Ukraine take place & on US-Iran diplomacy hopes; Fed's Waller strikes a hawkish tone ahead of CPI
US President Trump said he had an excellent conversation with Qatar's PM and that US military action against Iran seems unlikely at this point; reports suggest a Qatari-Pakistani proposal has revived US-Iran negotiations.US-mediated talks between Russia and Ukraine, on ending the war have begun in Abu Dhabi; Brent -2.5%.European bourses are in the green; US equity futures trade tentativel
EU Market Open: Stocks extend rebound and crude slips as US-Iran talks gain traction; focus turns to US CPI
US President Trump said he had an excellent conversation with Qatar's PM and that US military action against Iran seems unlikely at this point; reports suggest a Qatari-Pakistani proposal has revived US-Iran negotiations.APAC stocks traded higher as the tech rebound continued following Wall St's broad rally; European equity futures point to a positive open.DXY was little changed ahead of
US Market Open: Trump said it is highly unlikely the US will need to resume military action against Iran; NVDA -4.5% following CEO Huang's affair, leading to a probe
US President Trump said it is highly unlikely the US will need to resume military action against Iran if negotiations progress, while Secretary of State Rubio said talks have been unproductive.European bourses broadly gain; NVDA shares slip 4.5% after the company launches an investigation into CEO Huang following an affair with an alleged Chinese spy.DXY is softer and holds around 101.85;
EU Market Open: APAC stocks start the week firmer as tech rebounds; Trump plays down Iran strikes while Rubio calls talks unproductive
US President Trump said it is highly unlikely the US will need to resume military action against Iran if negotiations progress, while Secretary of State Rubio said talks have been unproductive.APAC stocks were mostly higher, tracking Friday's tech rebound on Wall Street; NQ futures pared early losses after NVIDIA's Board launched a probe into reports CEO Huang was targeted by a foreign in
US Market Open: Recent tech-sell off attempts to stabilise with the NQ outperforming; markets await US NFP
APAC stocks were pressured; KOSPI slumped 6% following hefty losses in Samsung and SK Hynix.However, the tech-sell off has stabilised in early European trade; ASML +3%. The NQ outperforms, with key memory names rebounding; SanDisk +8.2%, Micron +8%.USD is firmer against all G10 peers awaiting the US NFP report.Crude benchmarks slip as markets digest a Qatar Emir-Trump call; Brent Jan’27 -
EU Market Open: APAC followed suit to the AI-led slump on Wall Street, Europe looks set for a negative open
US stocks slumped on Thursday amid a broad risk-off environment, with the Nasdaq falling over 6% as AI-related chip, memory and neocloud names tumbled to multi-month lows amid fears of an AI slowdown following the Democratic sweep.APAC stocks were lower across the board, with the KOSPI amongst the hardest hit and triggering multiple sidecars; US equity futures found a base, while European
EU Market Open: APAC followed suit to the AI-led slump on Wall Street, Europe looks set for a negative open
US stocks slumped on Thursday amid a broad risk-off environment, with the Nasdaq falling over 6% as AI-related chip, memory and neocloud names tumbled to multi-month lows amid fears of an AI slowdown following the Democratic sweep.APAC stocks were lower across the board, with the KOSPI amongst the hardest hit and triggering multiple sidecars; US equity futures found a base, while European
US Market Open: Trump said it was "largely true" that Republicans lost the midterms because of the Iran war; NQ underperforms as memory names slip
US President Trump said it was "largely true" that Republicans lost the midterms because of the Iran war, while he said he is not replacing War Secretary Hegseth.European bourses build on recent advances; AI/memory sell off continues, with NQ -0.5% underperforming.DXY pares some post-midterm losses; Cable fails to sustain 1.3500 ahead of the BoE.Crude steadies after Wednesday's slump; spo
EU Market Open: Crude stays pressured and gold returns above USD 4,100/oz after the Democratic sweep; BoE expected to hike
US President Trump said it was "largely true" that Republicans lost the midterms because of the Iran war, while he said he is not replacing War Secretary Hegseth.APAC stocks were mixed after the rally on Wall Street, with a rotation out of chip names; US equity futures are mixed, with the NQ lagging, while European equity futures point to a positive open.DXY remained subdued post-Midterms
US Market Open: Democrats are projected to have flipped both the House and Senate from the Republicans; initial US equity pressure has since reversed, with NQ +1.1%
Democrats are projected to have flipped both the House and Senate from the Republicans.US President Trump said he will accept the election result and is prepared to work with Democrats, while stating that veto power is one of the strongest powers he has.An initial Dem sweep trade was seen overnight, which spurred pressure in the USD, yields and US equity futures.However, US equity futures
EU Market Open: Democrats projected to win both House and Senate resulting into USD pressure and selling across US equity futures
Democrats are seeing a very strong midterm result, flipping key Senate races in Ohio, Texas, South Carolina and Kansas, with DDHQ giving them a 99% chance of winning the House and a 100% chance of winning the Senate.US President Trump said he will accept the election result and is prepared to work with Democrats, while stating that veto power is one of the strongest powers he has.US equit
US Market Open: Crude benchmarks move off lows after the US attacked Iran's Qeshm Island; AAPL -4% post-earnings
The US attacked Iran’s Qeshm Island on Monday, with an official describing it as small-scale and defensive.Journalist Mallick reported that an agreement for Iran and the US to return to negotiations is reportedly in the works, although a deal is not as close as some suggest.Multiple reports and Iranian commentary continue to suggest that Iran and the US are reviewing a mediator proposal.U
EU Market Open: European bourses set for a slightly weaker open; reports suggest that the US attacked Iran’s Qeshm Island on Monday
US equity futures were varied ahead of the US midterm elections and with Apple (-2.7%) ultimately declining post-earnings.AUD/USD ultimately weakened after the RBA hiked the Cash Rate by 25bps to 4.85% via a 6-3 vote but stopped short of signalling another hike in December.Crude futures attempted to nurse losses after slumping by around 8% on Monday; 10yr UST futures slightly pulled back
US Market Open: Trump is reportedly favouring diplomacy with Iran; DXY is under mild pressure awaiting midterms
US President Trump reportedly favours giving diplomacy with Iran more time before considering renewed military strikes, Axios reported.Iran reportedly conveyed seven conditions to Qatar for reaching an agreement with Washington, including lifting the US blockade of Iranian ports, Kyodo reported.US equity futures rebound with Apple on the docket after-hours.DXY is softer; EUR outperforms d
EU Market Open: Iran says Qatar-mediated talks are making progress; European bourses set for a firmer open
US President Trump would reportedly be able to resume strikes a day after the midterms, while Iran says Qatar-mediated talks are making progress.APAC stocks were mixed, partially shrugging off Friday's tech rout on Wall Street, while US equity futures rebounded ahead of Apple's earnings and Tuesday's US midterms.European equity futures indicate a mildly positive cash market open with Euro
US Market Open: Amazon and Intel disappoint, further weighing on NQ futures; Qatari delegation arrives in Tehran
A Qatari delegation has arrived in Tehran to advance efforts towards a US-Iran agreement.The US reportedly informed mediators that Iran abandoning its nuclear programme is a prerequisite for negotiations, according to Al Arabiya.BoJ left rates unchanged, with Governor Ueda leaving the door open for a hike in December.NQ futures extend its drop following disappointing Amazon and Intel earn
EU Market Open: Tech sector lagged following AMZN and INTC earnings; BoJ stood pat as expected
US futures slumped after-hours on weak results from Amazon (-7.3%) and Intel (-23%), while APAC stocks were mixed and the KOSPI triggered a sidecar.BoJ kept rates unchanged, as expected, in an 8-1 vote with Takata dissenting in favour of a hike; the Bank said underlying inflation has reached levels consistent with its price target and accelerated the pace of its ETF sales.Reports continue
US Market Open: Alphabet slumps pre-market after disappointing earnings; ECB's Lagarde is to step down early
The US administration is reportedly pursuing negotiations for a temporary peace agreement with Iran, although significant obstacles remain, according to Semafor.ECB President Lagarde to step down on 7 February 2027.NQ futures slump following disappointing Alphabet earnings.DXY is marginally firmer, giving back some of the post-FOMC losses; EUR lower ahead of the ECB.Fixed income benchmark
EU Market Open: APAC stocks were mixed as the region digested the FOMC and big tech earnings; KOSPI underperformed as Samsung Electronics' results
The Fed kept rates unchanged, as expected, with hawkish dissents from Hammack and Cook; Chair Warsh's press conference lacked hawkish surprises, weighing on the USD and short-end yields.APAC stocks were mixed as the region digested the FOMC and big tech earnings; KOSPI underperformed as Samsung Electronics' results failed to meet lofty expectations.US equity futures were mixed, with NQ la
US Market Open: NQ futures supported by upbeat SK Hynix earnings; Crude choppy following conflicting US-Iran updates
NQ futures outperform following SK Hynix's upbeat earnings.DXY flat; NZD hit after the RBNZ unexpectedly held rates steady.Fixed income benchmarks modestly lower ahead of the UK Budget and Fed rate decision.Crude complex choppy, with conflicting reports regarding a new proposal to end US-Iran conflict.Looking ahead, highlights include US Atlanta Fed GDPNow, Fed Policy Announcement (Oct),
EU Market Open: APAC stocks were mostly higher, oil rebounded, and NZD/USD slumped post-RBNZ
US told several Gulf Arab countries to be prepared for a short, intense military campaign after the US midterm elections, according to people briefed on the conversations cited by WSJ.NZD/USD slumped following the surprise decision by the RBNZ to keep rates unchanged at 2.75% in a narrow 4-3 vote split.APAC stocks were mostly higher as the region followed suit to the gains on Wall Street;
US Market Open: NQ futures underperform despite Asia's tech rebound; NZD leads ahead of the RBNZ announcement
An Iranian Ambassador said Iran proposed a seven-day plan to the US and added that Iran seeks to reduce tensions through diplomacy.Saudi's Ras Tanura refinery was hit by missiles, causing a fire.US equity futures mixed; Disappointing HSBC earnings weigh on the FTSE 100.DXY extends further above the 102.00 handle; NZD leads ahead of the RBNZ policy announcement.Fixed income benchmarks hold
