Oil is up but stocks aren&#x27;t blinking, so why has the market gone numb to the Strait of Hormuz standoff between the US and Iran? Anthony Cheung and Piers Curran break down the real reason traders are shrugging off the latest flare-up, why Trump wants oil prices low ahead of the midterms, and what Iran&#x27;s grip on the Strait actually means for shipping. Then, new Fed chairman Kevin Walsh is tearing up the old central bank playbook in favour of real-time data over legacy models, and we ask whether that&#x27;s smart evolution or a risky departure. Finally, Apple&#x27;s $30 billion deal with Broadcom: is this genuine supply chain strategy or a political shield against Trump&#x27;s tariffs, and what it really means for iPhone battery life, AI processing, and data privacy going forward. (00:00) Intro (01:36) Iran-US Tensions Explained (08:05) Oil Traders vs. Macro Markets (10:42) Fed Minutes Breakdown (16:10) How the Fed Actually Decides (23:30) CPI Basket Explained (28:54) Fed Goes Quant (33:08) Apple&#x27;s $30bn Broadcom Deal (39:18) Apple, AI, and Data Privacy

US-Iran Ceasefire Unravels, the Fed's New Playbook and Apple's $30bn Broadcom Deal

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Hello and welcome back to the Market Maker Podcast. And today, we're going to dive into the paradox of the Middle East. While a fresh flare-up between the US and Iran has left global markets, largely unfazed. So why exactly is that? Plus, the minutes are out from the Fed, new chairman Kevin Walsh already tearing up the central bank's playbook. And we'll have a look at, is he going down the necessary

evolution of how central banks should be looking at markets with more real-time data rather than more legacy old economic models? And then finally, Apple drops a $30bn bombshell deal with Broadcom. Is this a tech strategy or a brilliant political shield against Trump's administration? But Piers, how are you fresh back from New York? What was the temperature when you were there?

Yeah. Yeah. I mean, it was 38 degrees. Wow. In amongst the concrete jungle. It's just a bit of a nightmare. Like, you can't go outside, basically. But yeah, flown back to London and basically, it's the same here. Same here, but no aircon. Well, that's it. Yeah. Although, I'm in the office, as you can see, if you're watching this. So, at least we have aircon in the

US-Iran Ceasefire Unravels, the Fed's New Playbook and Apple's $30bn Broadcom Deal

Read the full transcript

The candid version is on a podcast,
not the earnings call.

US-Iran Ceasefire Unravels, the Fed's New Playbook and Apple's $30bn Broadcom Deal

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.