On today's podcast:
1) Stocks are marking a second straight day of restrained moves as traders await the Fed’s outlook for interest rates in 2026 after an expected cut at Wednesday’s policy announcement.
2) President Donald Trump said people were “starting to learn” the benefits of his tariff regime as he sought to convince voters his administration was moving to address affordability concerns, taking to the road in hopes of countering a mounting political vulnerability.
3) Paramount Skydance Corp. and Netflix Inc. — the entertainment heavyweights locked in a bidding war for Warner Bros. Discovery Inc. — are girding for a battle they predict will stretch well into 2026.

Daybreak Weekend: US CPI, Europe Energy, RBA Decision
39:04

Iran Seeks to Bar US Ships From Hormuz; Trump Considers Order on Autism
14:51

Iran-Oman Hormuz Agreement; Trump Threatens Munitions Leakers
15:44