Podcast Episodes
Back to SearchThe Consumer vs. Inflation, Madden 24 Release, and China's Very Bad Week 8/18/23
Retailers are coming off a big week of earnings, with the outlook for consumer demand and inflation in focus. LSEG's Jharonne Martis and Again Capita…
2 years, 7 months ago
Walmart Earnings, Cisco Shares Rising, and the S&P's Negative Track Record 8/17/23
Walmart reports earnings this morning following results from Target and Home Depot earlier this week. Jefferies' Corey Tarlowe previews the report. P…
2 years, 7 months ago
Target Earnings, Commercial Real Estate, and Markets’ Rough Patch 8/16/23
Target reports earnings this morning after warning of a potential revenue slump back in May. Keybanc’s Bradley Thomas previews the results. Plus, com…
2 years, 7 months ago
Home Depot Earnings, AI Winners & Losers, and A Lower Market Open 8/15/23
Home Depot reports earnings this morning following back-to-back quarters of misses. D.A. Davidson’s Michael Baker previews the results. Plus, Saudi A…
2 years, 7 months ago
Goldman’s Rate Cut Forecast, Mastercard SpendingPulse, and the New Trading Week 8/14/23
Goldman Sachs is forecasting for the first Federal Reserve rate cut to come in the second half of next year. NewEdge Wealth’s Ben Emons explains. Plu…
2 years, 7 months ago
July's Producer Price Index, Retail's Busy Earnings Week, and the Hollywood Writers Strike 8/11/23
Markets are poised for a mixed open as Wall Street awaits the July PPI print. Principal Asset Management's Seema Shah, Van Lanschot Kempen's Anneka T…
2 years, 7 months ago
July CPI, Disney’s Mixed Quarter, and the Weight-Loss Drug Market 8/10/23
July CPI is out this morning and is expected to show that the pace of price increases is easing. Citi Global Wealth’s Steven Wieting discusses. Plus,…
2 years, 7 months ago
Bank Stocks Dipping, Oil Price Rising, and Disney's New Partnership 8/9/23
Bank stocks are getting hit hard due to Italy's proposed windfall tax and Moody's downgrade of several regional lenders. The New York Times' Kate Kel…
2 years, 7 months ago
UPS Earnings On Tap, Apple's Rough Run, and the Future of the Rally 8/8/23
UPS reports earnings this morning as investors look for commentary on margins, volume, and the cost of labor negotiations. Bernstein's David Vernon l…
2 years, 7 months ago
Tech's Big Week, Oil Prices, and Chinese Stocks 8/7/23
Tech is coming off a big week of earnings, with Apple notching its worst single day performance of the year. Arete Research's Richard Kramer discusse…
2 years, 7 months ago