US Dollar Falls to 3-Year Low & Prediction Markets Take on the Next Pope

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Morning Brew Daily 28 min 3 speakers 8 chapters transcribed
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Who are the hosts of this episode?

Toby Howell 0:35
Good morning, Brew Daily Show. I'm Neil Fryman. And I'm Toby Howell. Today, Chipotle will open its first locations in Mexico. What could go wrong?
Neal Freiman 0:44
Then in the wake of the Pope's death, people are taking to prediction markets to bet on the outcome of the upcoming conclave. It's Tuesday, April 22nd. Let's ride.
Toby Howell 0:59
Good morning and happy Earth Day, which takes place every April 22nd to raise awareness around environmental protection. To me, it's an opportunity to reflect on just how many things had to go right for us to be living here. The Earth happens to be located in a remote section of the Milky Way galaxy, which means fewer threats, like a huge star devouring us. As for the star nearby, the Sun, We have a key magnetic field that deflects its deadly flares. We have a moon that stabilizes the climate, a bodyguard in Jupiter that redirects asteroids and comets from smashing into us, and an active plate tectonic system that produces volcanoes whose eruptions may have led to the first instances of life. And if all that doesn't make us the best planet around, we also have unlimited breadsticks.
Neal Freiman 1:44
Also, just for some more perspective on this Tuesday morning, if Earth's four and a half billion year history was squeezed into a 24 hour clock, humans, you, me, Neil, your neighbor, Paul, everyone you ever know or have known showed up at 11.59, 59 p.m. So remember, we're guests who just got here. So take your shoes off, compliment the decor, and let's try not to leave a mess. And now a word from our sponsor, Planet O. Neil, have you ever noticed how the right lighting can make a room feel totally different?
Toby Howell 2:15
Oh, big time. Flip on a warm lamp and suddenly your sad little studio apartment feels like a cozy reading nook.
Neal Freiman 2:21
Ah, thank goodness you said lamp. Team, no overhead lights here. What the right warm lamp does for a room, that's what Planet O does for your morning. Coffee, cereal, smoothie, whatever it touches, it softens the edges, warms things up, makes everything better.
Toby Howell 2:35
I have to say it's that rich and creamy texture. Like comfort food, but somehow still dairy-free, soy-free, peanut-free, gluten-free. And if you go with unsweetened version, zero grams of sugar too.
Neal Freiman 2:47
So if your morning routine's feeling a little cold and clinical, this is your warm, soft, glow-up moment.
Toby Howell 2:52
Brighten up the basics with just the right amount of light and start your day with planted oat.
Neal Freiman 2:56
Get your hands on the oat milk that has it all. Visit planetoat.com for more.
Toby Howell 3:00
Investors came back to work after the three-day Easter weekend and clearly didn't find it relaxing. The sell America trade that has been stalking Wall Street since President Trump announced sweeping tariffs. on April 2nd was back in full force. The S&P 500 and Nasdaq dropped more than 2% and the Dow lost nearly 1,000 points. That index is on pace for its worst April since the Great Depression. More significantly, the dollar continued its free fall down to a three-year low against the euro. Even while virtually every other major currency was higher, bonds also sold off, continuing this unusual scenario that has spooked investors for the past couple of weeks. Remember, when times get hairy, investors have flocked to treasuries and the dollar because America has been the most dependable partner. The opposite is happening now. Meanwhile, gold rocketed higher to another record, topping $3,500 an ounce for the first time ever.
Toby Howell 3:57
Analysts say that what we're seeing here, equities, bonds, and the dollar all falling in tandem, is investors fleeing American assets due to uncertainty around the trade war and President Trump's suggestions at firing Fed Chair Jerome Powell, which would abolish the Fed's independence that investors considered a bedrock of the global financial system.

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