PiQ Morning Blast
PiQ Morning Blast is a daily market preview segment hosted by Senior Market Strategist Michael Brown and Ryan Paisey. It airs live on Podbean at 8:30 AM London time. The show provides a rapid, high-energy overview of global financial markets. It helps traders and investors start their day informed with topics driven by the latest economic and market developments. The focus is on actionable insights.
Episodes
Morning Blast - 8th May: Gunfire in the Gulf, Bloodbath at the Ballot Box
PiQ Morning Blast is a daily live markets podcast hosted by Ryan Paisey and Michael Brown, covering global macro, geopolitics, and trading markets with no filter.
This morning Ryan and Michael opened with a significant overnight development: US military forces intercepted Iranian attacks on US destroyers in the Strait of Hormuz, then struck the Iranian military facilities used to carry out the att
Morning Blast - 7th May: Iran has a week, Labour has a problem
Iran has a week.
That is Trump's own timeline for a deal framework. He is flying to Beijing to meet President Xi in seven days and wants this wrapped up before he boards Air Force One.
Both sides are now entering the domestic sales phase. The punchy rhetoric from Tehran and Washington is aimed at the evening news in each country, not at each other. Ryan and Michael on why that distinction matters
Morning Blast - 5th May: Markets Catch Up, Middle East Flare-Up, and UK's Election Jitters
Hosts return after a long weekend to discuss markets catching up, the Middle East missile strikes on the UAE, the RBA's third straight rate hike, Trump's tariff threats, yen intervention, and the week's economic calendar including jobs data and UK local elections.
Morning Blast - 1st May: MoF drops the hammer, Pill goes alone, ECB third time unlucky
Hosts Ryan and Michael deliver a candid, fast-paced market rundown covering Japan’s yen intervention, central bank confusion at the BOE and ECB, and the latest geopolitical developments in the Middle East.
The episode mixes sharp opinion and market context with key data and earnings to watch, offering a lively take on what traders should be monitoring next week.
Morning Blast - 30th April: Fed's messiest vote, BoE on the spot, four hyperscalers and a Trump meme
Ryan and Michael Brown on a Thursday show with the Fed's messiest vote since 1992, a Bank of England decision under impossible circumstances, and four hyperscaler earnings to digest before Apple reports tonight.
On the Middle East, Trump posted to Truth Social that Iran cannot get their act together, accompanied by a machine gun meme captioned "No more Mr Nice Guy." US Central Command is briefing
Morning Blast - 29th April: UAE walks, Gilts widen, Powell takes a bow
Ryan and Michael Brown on a Wednesday tape with three big stories and a quiet Middle East.
The UAE walked out of OPEC after sixty years, but with one pipeline maxed at one and a half million barrels a day, nothing changes until the Strait reopens.
UK gilts squeezed back near five percent on the ten-year, with the gilt-treasury spread blowing from twenty-five basis points to sixty-six.
Powell ta
Morning Blast - 28th April: Three dissenters, one Strait, and a trillion-dollar haircut
Ryan and Michael Brown on a Tuesday tape that came in three layers. The Bank of Japan held at 0.75 percent, but three of the nine wanted to hike and the inflation forecast just got rewritten upward.
OpenAI quietly cut its compute target from 1.4 trillion dollars to 600 billion, and the Microsoft deal got revamped into the bargain. And the Middle East stayed quieter than it has done in weeks, wh
Morning Blast - 27th April: Markets on Edge - Middle East Talks, Fed Shake-Up & MAG7 Earnings
Ryan and Michael deliver a candid market wrap with Clive's technical levels across equities, FX, bonds and commodities.
They discuss Middle East diplomacy after Trump cancelled a Pakistan trip, ongoing talks with Iran, and the risks to the Strait of Hormuz and global shipping routes.
They also cover the DOJ moving the Powell probe, Kevin Walsh's likely Fed confirmation, a busy week of central bank
Morning Blast - April 24th: Tech Glitches, Market Moves & Middle East Rumors
Hosts Ryan and Michael return to Twitter Spaces with tech problems and a candid, no-nonsense discussion covering market updates, Clive Lambert's key levels, and reactions to Middle East headlines.
The episode includes a heated rant about ICE extending trading hours, retail sales context, energy and metals moves, and a look ahead to a packed week of central bank decisions.
Morning Blast - April 23rd: Markets Move, Ceasefire Update & Gold's Quiet Ride
The hosts return live to X/Twitter Spaces with a candid market roundup covering S&P and Nasdaq moves, commodities and bond action.
They discuss the reported indefinite US–Iran ceasefire, shipping routes, and why equities are rallying on FOMO and strong earnings surprises.
UK borrowing, upcoming PMI prints, and why gold remains subdued despite geopolitical risk are also reviewed in this short e
Morning Blast - 22nd April: Markets React to Ceasefire Extension and Headline Chaos
On this candid Morning Blast episode Ryan and Michael Brown break down the day’s market moves: an extended US–Iran ceasefire, relentless headline whiplash, and rising UK inflation that’s caught traders’ attention.
They discuss Kevin Walsh’s Fed nomination and likely policy shifts, commodity and crypto moves (gold, oil, Bitcoin), corporate earnings to watch (Boeing, AT&T, Tesla), and practical
Morning Blast - 21st April: Market Mood - Gains Amid Ceasefire Uncertainty
The hosts cover markets trading cautiously as US-Iran ceasefire talks and geopolitical headlines create headline fatigue, while equities continue a long green streak.
They also dissect UK jobs data showing rising economic inactivity, criticize a higher windfall tax on generators, and preview the Fed chair nominee hearing and upcoming US retail sales and German ZEW reports.
Morning Blast - 20th April: Markets on Edge - Iran Talks, Oil Surges & Tech Earnings This Week
Morning Blast - 17th April: Ceasefire, Record Highs and Risk Sentiment - The Friday Market Brief
On this Friday episode Ryan and Michael recap market action: S&P and Nasdaq highs, key technical levels, bitcoin and commodity moves, and the sector drivers behind the recent rally.
They discuss diplomatic developments — Israel-Lebanon ceasefire reports and US‑Iran backchannel talks — and how easing tensions are shaping risk appetite ahead of the weekend.
The show also covers the UK political
Morning Blast - 16th April: Markets Roar as S&P Breaks 7,000 — Ceasefire Optimism Fuels Rally
Today’s episode covers the market rally as the S&P and other indexes hit record highs amid hopes of a ceasefire and easing geopolitical risk.
We break down the surprising UK GDP print, central banks’ cautious stance, commodity vs equity disconnects, and the strange stock-market moment when Allbirds announced a pivot to AI infrastructure.
Morning Blast - 15th April: S&P Nears Record as Ceasefire Hopes Drive Risk-On Rally
Hosts Ryan and Michael open the day with a lively Morning Blast featuring a market briefing from Clive: S&P futures push near all-time highs, a risk-on mood across equities and commodities, and oil and gas developments tied to a fragile Middle East ceasefire and potential US–Iran talks.
The episode also covers monetary and trade headlines — ECB rate chatter, the upcoming Fed nominee hearing, U
Morning Blast - 14th April: Markets Rally, Hormuz Blockade & Lagarde Pushes Back
Ryan and Michael record a candid, live episode covering the S&P’s rebound, the US blockade of the Strait of Hormuz, and market FOMO as equities climb. They break down commodity and bond moves, discuss Germany’s sharp wholesale price spike, and explain how geopolitics is shaping inflation risks.
They also preview the day ahead: US PPI, major bank earnings, and the IMF/World B
Morning Blast - 13th April: Gaps Galore - Markets React to Failed Iran Talks and Oil Spike
Ryan and Michael deliver their blunt, foul-mouthed market roundup: weekend headlines, technical "gaps galore," and moves in equities, metals and energy as traders react to geopolitical news.
The episode focuses on failed US–Iran talks in Pakistan, mixed messages about a Strait of Hormuz blockade and the potential impact on crude flows and prices, plus US CPI context, upcoming earnings season
Morning Blast - 10th Apri: CPI, Claude's Security Shakeup & TTF's New Hours
Ryan and Michael run through market movers — S&P and Nasdaq gains, commodities updates, and ICE's change to TTF trading hours that could thin liquidity. They preview US CPI and what higher energy prices mean for headline versus core inflation.
The hosts also cover a major AI security story around Anthropic's new model, emergency meetings in finance, and the fragile Middle East ceasefire
Morning Blast - 9th April: Ceasefire, Energy Flows and Market Levels
Hosts Ryan and Michael kick off the Morning Blast with candid market talk, a roundup of futures levels, and a no-nonsense take on the day’s headlines.
They focus on the tenuous Middle East ceasefire and its impact on energy flows, shipping backlogs, LNG and commodity prices, plus second-round effects on fertiliser and industrial supply chains.
The episode also previews key US data (Q4 GDP, P
Morning Blast - 8th April: Ceasefire Ripple - Markets Breathe as Hormuz Calms
Ryan and Michael discuss President Trump’s late announcement of a two-week ceasefire and the immediate market reaction: equities rally, energy prices ease, and currencies and bonds shift as traders price lower escalation risk.
They caution the truce may be short-lived and highlight the key things to watch—whether the ceasefire holds, progress in peace talks, and the reopening of shippi
Morning Blast - 7th April: Deadline at Dusk - Trump’s Strait of Hormuz Ultimatum Rocks Markets
Hosts Ryan and Michael return after a long weekend with a candid market roundup focused on President Trump’s self-imposed deadline for Iran to reopen the Strait of Hormuz, the risk of escalation, and how markets are reacting to stretched headlines and low trading volumes.
This episode also breaks down recent US jobs data, commodity moves (especially oil), and the key events to watch this wee
Morning Blast: - April 2nd: Markets Turn Risk-Off After Trump’s National Address
The hosts give a candid market roundup covering Clive Lambert’s technical levels, President Trump’s national address and its impact on sentiment, crude oil spikes, and central bank commentary from Andrew Bailey.
They warn listeners about thin liquidity around Friday’s NFP on a holiday weekend, urge de-risking and squaring positions, and sign off for the extended break.
Morning Blast - 1st April: Risk-On Reversal, Trump’s Off-Ramp & PMI Day
Ryan and Michael Brown deliver a candid morning market roundup as risk appetite roars back: equities rally hard, bond yields fall, and crude pulls back, while Clive Lambert’s technical levels frame the move across indices, bonds, FX, metals and energy.
They break down why markets are reacting positively to signs that President Trump may be looking for an off-ramp in the Middle East even without re
Morning Blast - 31st March - End-of-Quarter Shockwaves -Markets React to Middle East Escalation
Markets close out a turbulent quarter as Middle East conflict, Trump statements and rising oil prices drive volatility across equities, bonds and commodities.
Expect continued geopolitical headlines, end-of-quarter flows and key economic data to shape trading as investors weigh risks to energy supplies, safe havens and central bank policy.
Morning Blast - 30th March: Day 30 in the Thunderdome
Hosts Ryan and Michael Brown deliver a candid market roundup as the Middle East conflict enters day 30, driving energy-driven volatility across equities, bonds, and commodities. They recap technical moves, commodity reactions (Brent, aluminium, gold), and the impact of month-end flows.
The episode previews a busy week of data and events — Fed Chair Powell's remarks, German and Eurozone inflation,
Morning Blast - 27th March: Stocks Tumble, Trump Extends Iran Deadline — Markets on Edge
Ryan and Michael Brown break down a volatile Friday: risk-off moves pushed the S&P lower, oil and gas swung sharply, and a late social post from President Trump extended an Iran deadline — briefly lifting markets before fading.
They also cover market commentary from Clive Lambert, criticism of the Financial Times by Treasury Secretary Scott Bessant, UK retail data and a Jaguar Land Rover
Morning Blast - 26th March: Pony AI Earnings, Middle East Tensions & Market Mayhem
Ryan and Michael deliver a candid, fast-paced market roundup covering Pony AI earnings, Clive Lambert's futures update, and the 27-day Middle East conflict that is reshaping market sentiment.
They discuss recent doji patterns, energy and commodity impacts, emerging supply chain shortages, and political uncertainty around the Fed leadership and upcoming economic data and auctions.
Morning Blast - 25th March: Markets, Middle East, Central Bank Pricing
Ryan and Michael Brown deliver an unfiltered morning roundup of markets, inflation data, energy developments, and the latest Middle East headlines with candid commentary and sharp analysis.
They cover market moves, central bank rate pricing, commodity trends, and geopolitical risks in a brisk, unscripted format.
Morning Blast - 24th March: Trump’s Five‑Day Pause Sparks Market Jitters
Ryan and Michael break down the market reaction to President Trump’s True Social post about postponing strikes, the suspicious large trades that preceded it, and how traders are pricing an increasingly uncertain conflict.
They also cover commodity moves, precious metals rebounds, PMIs and practical trading takeaways for navigating headline-driven volatility.
Morning Blast - 23rd March: Raw Markets, Gilts Crisis and a Middle East Deadline
Ryan and Michael deliver an unfiltered morning market update covering key futures levels, gilt stress, crypto and metals moves, and energy market risks.
The episode also breaks down the escalating Middle East tensions after a 48‑hour ultimatum, discusses potential economic spillovers, and previews data and central bank events to watch this week.
Morning Blast - 20th March: BOE's Shock, Gilt Volatility & Energy Rants
Ryan and Michael deliver a candid, banter-filled market roundup covering technical levels from Clive Lambert, recent central bank moves (BOE and ECB), bond and currency reactions, and commodity action including oil, copper, gold and bitcoin.
They also discuss geopolitical risks in the Middle East, UK political headlines, weekend market risks like triple witching, and offer trading takeaways with a
Morning Blast - 19th March: Middle East Energy Shock - Markets on Edge as Gas Fields Targeted
Hosts Ryan and Michael Brown discuss a volatile morning driven by escalating Middle East attacks on energy infrastructure, sharp moves across oil and gas markets, and the market fallout—falling stocks, rising yields, and spikes in commodities. They also recap central bank decisions, including the Fed's steady stance and dot plot, and consider implications for UK inflation, public-sector pay and po
Morning Blast - 18th March: Fed Day Frenzy: Powell, Dots and Market Eye-Rolls
Hosts Ryan and Michael unpack markets and geopolitics on a busy central-bank week, covering the FOMC decision, Powell’s press conference, and guidance from the BoC and BoJ.
They discuss market desensitization to ongoing Middle East tensions, technical moves across equities and commodities, and why traders are shifting into a wait-and-see mode.
The Morning Blast - 17th March: Markets, Middle East Tensions and Soybean Shock
Hosts Ryan and Michael deliver blunt market commentary on futures rolls, commodities (oil, gold, soybeans), bitcoin, and the fallout from Middle East attacks and a delayed US–China summit that slammed soybeans.
They preview a packed week of central bank meetings, UK political speeches and auctions, warn about headline fatigue and elevated volatility, and offer practical trading caution as markets
Morning Blast - 16th March: Blood, Markets, Middle East Mayhem and Central Bank Drama
Good morning, good morning, good morning. Welcome to the Morning Blood, a very candid podcast with Ryan and Michael where they cut through market noise and add value with a smile.
This episode reviews weekend Middle East developments (including strikes near Karg Island, Strait of Hormuz tensions and escort coalition talk), market reactions across oil, bonds and FX, Clive Lambert's technical levels
Morning Blast - 13th March: Friday the 13th Market Morning - Oil Surges and a Risk-Off Rally
Hosts Ryan and Michael deliver a candid morning markets update covering the risk-off tone driven by rising oil prices, mixed geopolitical headlines from the Middle East, and dollar strength.
They review key data including UK GDP and upcoming US releases, market moves across crude, bonds, metals and ags, and offer practical trading advice for managing weekend risk.
Morning Blast - 12th March: Markets on Edge: Morning Blast Covers Tanker Attacks and Oil Spikes
Hosts Ryan and Michael deliver a candid market update covering overnight tanker attacks in the Gulf, rising crude prices, and volatile headline-driven moves across equities and FX.
They discuss technical levels, central bank pricing shifts, IEA reserve releases, and how markets are becoming desensitized to repeated geopolitical headlines.
Morning Blast - 11th March: Tweet-Driven Oil Swings and Mine Fears Rock Markets
Ryan and Michael deliver a blunt market update covering technical levels across indices, the wild oil-price swings triggered by a deleted Energy Secretary post, and reports of mines in the Strait of Hormuz. They discuss the potential impact of Strategic Petroleum Reserve releases, why headline-driven trading is dominating, and why CPI data looks increasingly irrelevant amid the crisis.
The episode
Morning Blast - 10th March: Crude Chaos & Trump Tweets Shake Markets
Hosts Ryan and Michael Brown recap a volatile morning for markets driven by dramatic crude price swings, geopolitical tensions and market-moving tweets. They discuss how fast markets can break systems, why traders should be cautious with options and stop-losses, and why classification of bull/bear markets can be misleading in extreme volatility.
They highlight key catalysts to watch today, includi
Morning Blast - 9th March: Oil Shock Sends Markets Reeling
Ryan and Michael break down Monday’s turbulent open as crude spikes on Middle East strikes, production cuts and shipping risks, and explain why Brent/WTI comparisons can be misleading.
They discuss market knock-on effects—stocks sliding, dollar and rates rising—review potential G7 strategic reserve moves, and offer practical trading advice for extreme volatility: smaller positions, wider stops and
Morning Blast - 6th March: NFP & Oil Shock — Markets Brace for Weekend Risk
Ryan and Michael deliver a blunt, unedited market roundup covering the week’s key moves: a sharp oil rally, geopolitical tensions around the Straits of Hormuz, mixed equity performance, and bond and FX reactions.
They preview today’s US jobs report (NFP), retail sales and eurozone GDP, explain why payrolls may not move markets unless wildly surprising, and highlight critical levels in
Morning Blast - 5th March: Markets, Middle East and Oil on Edge
Hosts Ryan and Michael deliver a candid market update covering technical levels from Clive Lambert, recent price action in equities, bonds, metals and energy, and Bitcoin’s resistance at $74k.
The episode digs into Middle East developments, their impact on shipping and oil storage, and why markets have stayed orderly despite spikes in volatility.
They also discuss economic data, central bank headl
Morning Blast - 3rd March: Energy Shockwaves Send Markets Reeling
Ryan and Michael deliver a candid, unfiltered morning market briefing with banter and a full update from Clive Lambert: equities mixed, bond weakness, US dollar strength, and surging energy prices after Qatar’s LNG pause driving big moves in Brent and TTF.
The episode explores divergent US vs. European market reactions, China’s role in easing tensions, and practical advice — retail traders should
Morning Blast - 2nd March: Markets on Edge - War in the Middle East and the Trader's Survival Guide
Ryan and Michael react to dramatic weekend strikes involving the US, Israel and Iran, explain the immediate market moves—energy up, gold and dollar bid, equities lower—and stress that markets remain functioning despite high volatility.
They offer a practical survival guide for traders: don’t trade every headline, reduce position sizes, widen stops, stick to reliable sources, and watch energy infra
Morning Blast - 27th February: Friday Market Rollercoaster - Geopolitics, Month-End and Choppy Trades
Hosts Ryan and Michael unpack a choppy Friday market marked by intense US–Iran talks, month‑end positioning and mixed tech moves that left major indices trading sideways.
They cover commodity and bond reactions, corporate headlines like Netflix and Ford, upcoming economic data, and a surprise Green Party by‑election victory with its implications for UK politics.
Morning Blast - 26th February: NVIDIA Beat, CME Glitch & A By-Election That’s Roiling Labour
Hosts Ryan and Michael kick off the morning with a blunt, laugh-filled market wrap featuring Clive Lambert’s technical calls, a quick take on risky geopolitics, and plenty of profanity.
Highlights include NVIDIA’s strong beat-and-raise, a brief CME trading outage, oil and gas headlines tied to US–Iran talks, commodity moves (gold, silver, copper, Brent), and a nail-biting UK by-election that could
Morning Blast - 25th February: State of the Union, Nvidia & Iran Jitters
Ryan and Michael deliver a candid, market-focused rundown of the day: reactions to the State of the Union, lingering Middle East tensions and US–Iran talks, EU trade and tariff noise, and key macro data driving sentiment.
The episode previews tonight’s pivotal NVIDIA earnings and AI-driven tech debate, highlights corporate moves (Meta/AMD, Novo Nordisk, PayPal interest), and reviews market technic
Morning Blast - 24th February: Tech Sell-Off, Tariffs and Central Bank Pressure
Ryan and Michael deliver a candid, rough-around-the-edges market update covering mixed equity moves, a tech-led sell-off, commodities and FX quirks.
They discuss political pressures on central banks (Fed, ECB, BOJ), tariffs, geopolitical risks in the Middle East, and why markets may be overreacting to headlines — plus a quick look at upcoming data, earnings and the light economic docket.
Morning Blast - 23rd February: Markets, AI Fears and Tariff Showdown
Ryan and Michael deliver a candid market update covering weekend headlines and the week ahead. They discuss AI panic, geopolitical tensions with Iran, and the latest market moves across equities, commodities, and crypto.
The episode digs into the Supreme Court tariff ruling and Trump’s rapid executive response, key economic data surprises, and what to watch this week including Nvidia earnings, Fed
Morning Blast - 20th February: Markets, Mayhem and Weekend Geopolitics
Ryan and Michael Brown deliver an unedited, candid market roundup covering UK retail and borrowing data, US labour and inflation indicators, and commodity moves in oil, gold, metals and wheat.
They debate geopolitical weekend risk, positioning ahead of potential Middle East developments, upcoming PMI and US data, and practical risk-management approaches for traders.
Morning Blast - 19th February: Oil Surges as Middle East Tensions Rattle Markets
Ryan and Michael deliver a candid market roundup covering yesterday's moves: a crude rally on Middle East tensions, S&P and European index action, metals and commodity updates, plus key US economic reads and the January FOMC minutes.
They also discuss geopolitical risk, OpenAI funding headlines, upcoming data and central bank speakers, peppered with informal banter and off‑the‑cuff commentary.
Morning Blast - 18th February: Lagarde's Goodbye(?) and Central Bank Horse Trading
Good morning, good morning, good morning, good morning. It is the morning blast. It is Wednesday, the 18th of February all day.
Join Ryan and Michael for a candid market podcast where they recap yesterday's moves, review fresh macro data and market catalysts, and debate commodities, FX and central bank developments — including rumours around Christine Lagarde and ECB succession. Expect market colo
Morning Blast - 17th February: UK Jobs Freefall: Unemployment Jumps to 5.2% — Morning Blast
Ryan and Michael deliver a candid market update and unpack a worsening UK labour market — unemployment at 5.2%, falling payrolls and rising claimant counts — plus the political fallout as cancelled council election changes are ruled illegal ahead of May.
They also cover a quiet markets session, key levels for FTSE, S&P, Bitcoin and commodities, upcoming data (German ZEW, Canada CPI, New York F
Morning Blast - 16th February: Holiday Markets, CPI Surprises & Trading Traps
Hosts Ryan and Michael review a quiet Friday in markets, discuss cooler-than-expected U.S. CPI and the limited impact of tariffs, and note key geopolitical and central bank developments.
With U.S. markets closed for Presidents Day and China starting Lunar New Year, they warn about thin liquidity, trading traps on holidays, and practical risk-management tips for traders.
They finish with a concise
Morning Blast - 13th February: Friday the 13th Markets - AI Hype, Jobs and CPI in Focus
Ryan and Mike deliver a candid Morning Blast reviewing yesterday's market moves across equities, bonds, metals and commodities, separating headlines from real drivers behind price action.
They preview today’s key CPI release, discuss the impact of jobs data and geopolitical risks, and warn about thinner liquidity over the US long weekend and Lunar New Year.
Morning Blast - 12 February: Markets, Mayhem & Mic Drop Moments
Join Ryan and Michael Brown for a candid, no-holds-barred look at markets: yesterday’s moves, the NFP surprise and what to watch today.
They unpack US jobs details, Fed implications, geopolitical headlines and weak UK GDP, plus market levels across stocks, commodities and FX.
Morning Blast - February 11th: Wednesday Jobs Day - Markets Hold Their Breath Ahead of NFP
Hosts Ryan and Michael deliver a candid market update ahead of the US non-farm payrolls release, covering equities, FX, commodities, and key technical levels.
They discuss soft US retail sales, ADP payrolls, the significant annual BLS benchmark revision, geopolitical energy risks, and recent equity developments including CME product expansion and activist interest in LSEG.
The episode previews the
Morning Blast 10th February: Markets, Westminster Chaos & Alphabet’s Century Bond
Hosts Ryan and Michael deliver an unfiltered recap of yesterday’s markets—S&P hitting new highs, FX and commodity moves, and a technical update from Clive Lambert on European gas, carbon and metals.
The episode then tackles Westminster turmoil around Keir Starmer, trade headlines (Trump–Xi meeting chatter and potential chip tariffs), and a deep-dive into Alphabet’s surprise 100‑year bond: who
Morning Blast - 9th February: Markets Bounce, Mandelson Fallout and UK Chaos
On this Morning Blast Ryan and Michael cover a wide-ranging market update after Friday's recovery, including equities, commodities and bond moves, plus the latest geopolitical developments.
They discuss US–Iran talks, Trump’s social media claims about the Dow, Japan’s decisive election result, and the unfolding UK political crisis around Mandelson and Keir Starmer — with commentary on how these ev
Morning Blast - 6th February: Friday Market Wake-Up - Bitcoin Bloodbath and BOE Dovish Twist
Good morning, good morning, good morning. It is Friday — Ryan and Michael deliver a candid market briefing with banter, warnings about language, and a focus on recent volatility across equities, metals and crypto.
Key takeaways: the Bank of England’s dovish tilt, ECB on hold, a sharp pullback in Bitcoin and tech, silver’s wild swings, and weekend risks from geopolitics and Japan’s election. Short,
Morning Blast - 5th February: Super Thursday or Damp Squib? BOE & ECB Take Centre Stage
Ryan and Michael run through the market headlines ahead of the Bank of England and ECB decisions, covering sector rotation, inflation trends, and how central bank forecasts could shape rate-cut expectations.
The episode also covers big tech results and capex plans from Alphabet, the upcoming Amazon report, commodity moves including gold and oil, bitcoin weakness, and key data to watch like US jobl
Morning Blast - February 4th: Tech Stocks Dive, Sector Rotation Heats Up
Hosts Ryan, Michael deliver a fast-paced market update covering equities, FX, commodities and geopolitics. They unpack a software-led sell-off, broadening sector rotation into materials, energy and industrials, and a rebound in metals.
The episode also discusses tensions in the Middle East after an Iranian drone was shot down, key upcoming data (PMIs, ISM, ADP), major earnings (Eli Lilly, Alphabet
Morning Blast - 3rd February: Government shutdown for ants. Stocks Climb, Gold Bounces and RBA Hike
Ryan and Michael Brown run through a live market update covering a broad rally in equities, a gold and metals recovery, the RBA rate hike boosting the Aussie dollar, and movements in oil, gas and bitcoin.
They also discuss major headlines including the US‑India trade deal, SpaceX’s merge with XAI, the partial U.S. government shutdown delaying jobs data, and key corporate earnings to watch this wee
Morning Blast - 2nd February: Blood in the Streets - Metals Crash and Market Mayhem
Welcome to the Morning Blast — a raw, candid market podcast covering a violent start to the week as metals swoon, equities wobble, and volatility runs rampant. Hosts Ryan and Michael break down overnight price action, market levels to watch, and the contained but sharp fallout centered on gold and silver.
The episode also covers Trump’s pick for Fed chair, Kevin Walsh, implications for
Morning Blast - 29th January: Gold Frenzy, Fed Drama & Mega-Cap Earnings
Ryan and Michael deliver a no-holds-barred morning market podcast covering yesterday's moves and today’s docket — from gold and silver rallies and gamma-hedging chatter to Fed takeaways and geopolitical risks driving oil.
They break down mega-cap earnings (Microsoft, Meta, Tesla, Apple), sector themes like AI capex, market structure alerts, and tradeable levels while keeping the banter, rants and
Morning Blast - 28th January: Dollar Dilemma - Trump, the Fed and a New Currency Playbook
Ryan and Michael deliver a candid, unfiltered market update covering the pound and dollar moves, Trump’s comments on the currency, and why a softer dollar could be part of a broader policy shift.
The episode also summarizes market highs, ASML’s big beat, commodity rallies, weakening consumer confidence, upcoming Fed decisions, and major earnings from Microsoft, Meta and Tesla.
Morning Blast - 27th January: Markets, Metal Mania, and the Yen Test
Ryan and Michael record a live, unfiltered Morning Blast covering market moves and hot themes: equity futures and FX action (notably dollar/yen), commodity updates, and the striking gold and silver rally driven by central bank buying and momentum flows.
They discuss geopolitical and policy drivers — tariff threats, treasury auctions, and the FOMC meeting — plus the risks from stretched precious me
Morning Blast - 26th January: Yen Shock & Gold Mania - Morning Blast Markets Preview
Today’s Morning Blast reviews weekend and early-week market moves: a U.S. Fed rate-check on the yen and sharp yen volatility, parabolic rises in gold and silver, notable commodity and gilt action, and key FX shifts.
Looking ahead, the episode flags a busy week — the FOMC and other central bank decisions, heavy Q4 tech earnings, major Treasury auctions, important economic prints (PMIs, Tokyo CPI, E
Morning Blast - 23rd January: Yen Rate-Check Rocks Markets - What Traders Need to Know
Ryan and Michael deliver a candid Friday market update covering gap fills in equities, rallies in gold and platinum, and choppy oil and commodity action.
They unpack sharp dollar/yen moves as a likely Ministry of Finance "rate check" rather than full intervention, discuss the BOJ hold, UK gilts volatility amid by-election rumours, and other policy and data headlines.
The hosts close with practical
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, Panam
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 ahe
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 inclu
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,
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 fo
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
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
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 we
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 re
