The Ukraine war is pushing up diesel prices
Summary
This episode covers Trump’s meeting with Zelensky regarding an energy ceasefire and the impact of Ukrainian attacks on Russian refineries on global diesel prices. It also reports on the removal of 760,000 individuals from the Affordable Care Act, a move officials claim will save $2.2 billion. Additionally, portfolio manager Susan Schmidt discusses recent Federal Reserve comments, upcoming economic data, and the current state of the housing market.
Topics discussed
Pega ad: AI efficiency and predictable costs
Sponsor: Hard Lessons podcast from Morgan Stanley
Ukraine war impact on global diesel prices
Trump admin removes 760k from ACA rolls
Pega ad: AI-powered enterprise workspace
Sponsor: Morgan Stanley Thoughts on the Market
Fed officials' comments on rates and inflation
US manufacturing report and oil price impacts
New home sales and durable goods outlook
Housing market stagnation and supply issues
Closing remarks and social media promotion
Marketplace Morning Report fall campaign
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