Podcast Episodes
Back to Search
Yields, Oil Still Directing Traffic as BOJ Meets
Episode 1251
Thursday's rally, sparked by lower oil and yields, brought stocks to nearly even for the week. With data light today, the BOJ's rate decision and "tr…
3 hours ago
Markets Digest Rate Hike Amid Light Earnings Slate
Episode 1250
Investors will continue to digest the implications of the Fed's first rate hike in more than three years today, while geopolitical tensions, yields, …
1 day, 3 hours ago
Fed Decision Awaited with Hike Odds Seen Above 90%
Episode 1249
The Fed rate decision is today at 2 p.m. ET, and futures trading puts hike odds above 90%. It would be the first since 2023. Yields hit 19-year highs…
2 days, 3 hours ago
Fed Awaited After Yields Top 5%, Oil Spins Higher
Episode 1248
Tomorrow is expected to bring the first Federal Reserve rate hike since 2023. Oil spiked and tech stocks stumbled Monday amid AI slowdown fears. The …
3 days, 3 hours ago
Week Begins with Rate Hike Odds High After CPI
Episode 1247
Last Friday's 0.3% monthly core CPI growth for August raised chances of a Fed rate hike Wednesday. Data is thin, so oil and a possible test of 5% for…
4 days, 3 hours ago
CPI Ahead: Hot Reading Could Lift Rate Hike Odds
Episode 1246
Today's Consumer Price Index for August is expected to show monthly CPI up 0.4% and core CPI up 0.2%. More energized readings might increase odds of …
1 week ago
After Three-Day Slide, Traders Await Key PPI Data
Episode 1245
August PPI is due at 8:30 a.m ET and precedes CPI Friday. Both have Fed rate implications. Stocks fell early this week on rising oil and yields. Orac…
1 week, 1 day ago
Apple Event, Treasury Auction Fill Time Before PPI
Episode 1244
Before PPI tomorrow, investors await an Apple event that may introduce a folding iPhone. There's also a 10-year Treasury note auction. Oil and yields…
1 week, 2 days ago
Treasury Auctions, CPI Could Provide Fresh Clues
Episode 1243
After a surprisingly firm August jobs report Friday that sent stocks down on rate hike fears, the market returns from a holiday weekend awaiting CPI …
1 week, 3 days ago
All Eyes on Jobs Report After Thursday's Rebound
Episode 1242
Thursday's rebound faces a test today from nonfarm payrolls data. Jobs growth is expected to be 45,000 in August, and rate hike odds were 50-50 going…
2 weeks ago