Podcast Episodes

Data Diet to Pause: CPI Next Amid Trade Optimism

Episode 1024

A long gap in government data pauses briefly today with September CPI. Analysts see 0.4% growth, unchanged from August. Trade optimism grew ahead of Trump's meeting with Xi.

Important Disclosures

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Published on 2 weeks ago

Tesla Posts Mixed Results, Speculative Fervor Ebbs

Episode 1023

Tesla's profit missed estimates, but revenue looked firm. Tech is coming off a day where it got hit by risk-off trading after soft earnings data. Tomorrow brings CPI.

Important Disclosures

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Published on 2 weeks, 1 day ago

Netflix Misses Estimates, Tesla in Pole Position

Episode 1022

Netflix, with earnings that often set the tone, fell sharply after bottom-line growth fell short due to a one-time issue. Tesla rolls out of the garage after today's close.

Important Disclosures

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Published on 2 weeks, 2 days ago

Market Awaits Netflix, Lockheed amid Data Outage

Episode 1021

The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.

Important Disclosures

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Published on 2 weeks, 3 days ago

Bank Results, Key Data on Way After Turbulent Week

Episode 1020

Major indexes rose last week despite volatility amid new concerns about credit. Bank results early this week precede Tesla and Netflix. Friday brings much awaited CPI data.

Important Disclosures

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Published on 2 weeks, 4 days ago

Regional Bank Earnings, Volatility in Spotlight

Episode 1019

Several regional banks report after the sector dove on credit fear. Volatility hit 5-month highs and yields made 6-month lows, with China and the shutdown also driving caution.

Important Disclosures

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Published on 3 weeks ago

Trade, D.C., Keep Stocks on Edge Despite Earnings

Episode 1018

Volatility remains elevated even with a strong initial batch of earnings amid trade war concerns and lack of data. Taiwan Semiconductor and United Airlines results are in focus.

Important Disclosures

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Published on 3 weeks, 1 day ago

Soybeans a New Trade War Front, Bank Results Due

Episode 1017

A Trump tweet ignited new concerns late Tuesday, this time about soybean exports. Investors await key semiconductor and bank results, but CPI is postponed until next week.

Important Disclosures

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Published on 3 weeks, 2 days ago

Big Bank Earnings Up Next Along with Powell Speech

Episode 1016

Big U.S. banks report this morning, followed by a Powell speech. Stocks rebounded Monday from the trade-driven sell off, and some U.S. data may be on its way despite the shutdown.

Important Disclosure…

Published on 3 weeks, 3 days ago

Picking Up the Pieces: Earnings Next After Selloff

Episode 1015

Friday's selloff, the worst since April, came on new tariff tremors with China. Investors now face bank earnings and a Powell speech Tuesday, but today's calendar is mostly blank.

Important Disclosure…

Published on 3 weeks, 4 days ago