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Jellypod

Your no-BS market brief, every weekday at 7am. Brought to you by Jellypod.

  1. 1d ago

    Delta's Fuel Shock Tests the Limits of Pricing Power

    Grant Calloway breaks down Delta Air Lines' earnings miss as surging fuel bills test corporate pricing power despite strong consumer demand. Plus, an analysis of market futures, SpaceX's spectrum deal, and the ongoing tension between robust earnings growth and volatile energy costs.

  2. 2d ago

    Fed Friction, $100 Oil, and PepsiCo's Margins

    Grant Calloway breaks down the Fed's divided rate hike minutes, surging oil prices, and rising bond yields. Plus, an inside look at earnings from PepsiCo and Levi Strauss to see if corporate cost-cutting can truly outrun tightening macroeconomic pressure.

  3. 3d ago

    Yield Shock: 30-Year Rates Hit 5.7% as Fed Minutes Loom

    With the 30-year Treasury yield touching 24-year highs and crude oil back above $100, Grant breaks down market tension ahead of the Fed's crucial meeting minutes. Plus, an analysis of Constellation Brands' messy earnings drop and whether earnings growth can realistically outrun surging interest rates.

  4. 4d ago

    Yields at 24-Year Highs: Are Stocks Brave or Blind?

    Grant Calloway breaks down why equities are touching record highs even as the 10-year Treasury yield spikes to a 24-year peak of 5.31%. Plus, a look at cooling oil prices, big premarket moves, and the bull versus bear case for this divided market.

  5. 5d ago

    Stocks Rally, Bonds Push Back on Weak Jobs Data

    Stocks are rallying on softer Fed hike odds after a weak jobs report, but the bond market is refusing to cooperate as the 10-year yield stays near multi-decade highs. We also break down the split between AI mega caps and the rest of the market, plus key moves in energy, Europe, and the day’s biggest stock movers.

  6. Oct 2

    Weak Jobs Data, Rate Relief, and the Market’s First Move

    We break down the weak September payrolls report, the big July and August revisions, and what softer wages could mean for rates, valuations, and the market’s first reaction. Then we scan standout movers like Nike, Synaptics, Moderna, and Fair Isaac to separate discount-rate trades from real earnings and demand stories. Show Notes Nike Plans a Smaller Company as Sales Slide Weighs on Shares - WSJ: https://www.wsj.com/business/earnings/nike-projects-sales-decline-this-year-after-lower-first-quarter-revenue-3b845fa0

  7. Oct 1

    Micron, Market Breadth, and the Rally Test

    Markets are sending mixed signals as oil and Treasury yields stay elevated, even while stock futures hold firm. The episode breaks down Micron’s sold-out chip demand, tariff risks, and why breadth, jobs data, and upcoming Fed remarks may decide whether the rally has real legs. Show Notes Micron Says 75% of 2027 Output Already Committed, Stock Flat in ...: https://www.benzinga.com/markets/earnings/26/10/62098162/micron-75-percent-output-committed-mu-stock-analyst-explains

  8. Sep 30

    Inflation Cools, Fed Bets Fade, and AI Valuations Explode

    Markets react to cooler-than-expected inflation data and softer October rate-hike odds, while the episode weighs mixed labor signals, a stubbornly high Treasury yield, and what it all means for stocks, housing, and the dollar. The conversation then turns to the AI trade, from a jaw-dropping Anthropic valuation rumor to real-world costs hitting major companies, plus key stock movers and the data releases to watch next.

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About

Your no-BS market brief, every weekday at 7am. Brought to you by Jellypod.

Information

  • Creator
    Jellypod
  • Years Active
    2026
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Markets Daily
  • Show Website
    Markets Daily