Podcast Episodes
Back to SearchFedEx Shares Popping, Higher For Longer, and a Lower Market Open 9/21/23
FedEx shares are moving higher on an EPS beat and a raise to full-year guidance. Bernstein's David Vernon explains. Plus, investors are digesting the…
3 years ago
The Fed's Latest Decision, A Looming Government Shutdown, and a Cooling Housing Market 9/20/23
The latest Federal Reserve monetary policy decision is due out this afternoon, where they're expected to hold rates steady. Apollo Global Management'…
3 years ago
The Fed's Monetary Policy Meeting, Instacart's IPO, and Mastercard Holiday Sales Forecast 9/19/23
The Federal Reserve kicks off its two-day monetary policy meeting today, where they're widely expected to hold interest rates steady. Morgan Stanley'…
3 years ago
Oil's Win Streak, the UAW Strike, and Wall Street's Week Ahead 9/18/23
Oil is riding a three week win streak and hovering near its highest level in 11 months. Bank of America's Francisco Blanch explains. Plus, the United…
3 years ago
UAW Strike, the Fed’s Next Move, and Triple Witching Day. 9/15/23
For the first time ever, the United Auto Workers union is striking at all three Detroit automakers. Jefferies’ Philippe Houchois and Harvard Law Scho…
3 years ago
Arm Begins Trading, UAW Strike, and Investing in China 9/14/23
Arm begins trading on the Nasdaq today at $51 a share. MSA Capital's Ben Harburg and Bernstein's Sara Russo discuss. Plus, the clock is ticking for t…
3 years ago
August CPI, Apple's Product Lineup, and Recession Expectations 9/13/23
The big market story of the morning is the August CPI print. Van Lanschot Kempen's Anneka Treon and Decatur Capital's Degas Wright discuss. Plus, App…
3 years ago
Google's Anti-Trust Trial, Rising Risk to Markts, and UPS' Financial Update 9/12/23
Google faces the Department of Justice today over anti-trust concerns. Evercore ISI's Mark Mahaney weighs in on the trial's impact on big tech. Plus,…
3 years ago
Oracle Earnings, Biden’s Trip to Vietnam, and Key Inflation Data 9/11/23
Oracle reports earnings after the close today, with investors expecting double-digit cloud revenue growth. Bernstein’s Mark Moerdler previews the res…
3 years ago
Apple Bouncing Back, the G20 Summit, and Markets This Week 9/8/23
Apple is bouncing back this morning after losing more than 6% of its stock price this week. Big Technology’s Alex Kantrowitz explains. Plus, leaders …
3 years ago