Podcast Episodes
Back to SearchNew Bank Regulations, Lower Healthcare Costs, and Global PC Demand 8/29/23
The FDIC is set to unveil tougher regulations for small and mid-sized banks. KBW's Christopher McGratty explains. Plus, President Biden will speak at…
2 years, 9 months ago
The Path Forward for Rates, the Final Trading Week in August, and Gina Raimondo in China 8/28/23
Jerome Powell says additional interest rate increases could be ahead as inflation remains stubbornly high. Former Fed Vice Chair Roger Ferguson expla…
2 years, 9 months ago
Jackson Hole Day 2, A Dismal Time for Stocks, and Black Business Month 8/25/23
The Fed kicks off day 2 of its Economic Policy Symposium in Jackson Hole today, where Chairman Jay Powell is set to deliver fresh remarks on inflatio…
2 years, 9 months ago
Nvidia Shares Soaring, Retail's Decline, and the Fed Symposium 8/24/23
Nvidia shares are soaring after the company posted a blowout quarter. Wedbush's Matt Bryson explains. But, it's a different story for retail, with Fo…
2 years, 9 months ago
Nvidia Earnings on Tap, Microsoft's Revised Activision Blizzard Proposal, and the Dog Days of August 8/23/23
Nvidia reports earnings this afternoon with the stock up more than 200%. Stifel's Ruben Roy previews the results. Plus, the CMA is reviewing Microsof…
2 years, 9 months ago
Microsoft & Activision's Renewed Deal, Lowe's Earnings on Tap, and Summer Travel Outlook 8/22/23
UK regulators say they will take a fresh look at Microsoft's $69 billion deal for Activision Blizzard. UK Competition & Markets Authority CEO Sarah C…
2 years, 9 months ago
Magnificent Seven's Correction Territory, China's Rate Cuts, and the U.S. Housing Market 8/21/23
Five magnificent seven stocks are in correction territory after falling more than 10% from their 52-week highs. RBC Capital Markets' Brad Erickson ex…
2 years, 9 months ago
The 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, 9 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, 9 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, 9 months ago