US-Iran Ceasefire Unravels, the Fed's New Playbook and Apple's $30bn Broadcom Deal
About this episode
The episode discusses the US-Iran ceasefire situation, the Federal Reserve's new approach, and Apple's significant deal with Broadcom.
Oil is up but stocks aren'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'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's smart evolution or a risky departure. Finally, Apple's $30 billion deal with Broadcom: is this genuine supply chain strategy or a political shield against Trump'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's $30bn Broadcom Deal (39:18) Apple, AI, and Data Privacy
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