Ryan and Michael run through market movers — S&P and Nasdaq gains, commodities updates, and ICE's change to TTF trading hours that could thin liquidity. They preview US CPI and what higher energy prices mean for headline versus core inflation. The hosts also cover a major AI security story around Anthropic's new model, emergency meetings in finance, and the fragile Middle East ceasefire affecting oil flows and shipping, all delivered with candid banter and practical takeaways.