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Weekend Trade Talks Loom and Yields Raise Concerns
Episode 907
As trade talks loom this weekend between the U.S. and China, investors have their eyes on rising U.S. yields following a weak auction yesterday that …
11 months ago
Fed Stays on Pause, Chips Rally on Export Hopes
Episode 906
After the Fed left rates unchanged, as expected, markets got a late boost Wednesday on hopes President Trump might lift certain chip export restricti…
11 months ago
Fed, Disney on Tap with Tariffs Nipping at Rally
Episode 905
No Fed rate change is expected today, but investors await Powell's take. Disney reports this morning. Stocks had a rough start this week as trade fea…
11 months ago
Win Streak Ends, Fed Meeting Starts and AMD Next
Episode 904
A 9-day SPX win streak is over as investors await trade deals and fret over inflation. The Fed meets today with no rate cut seen, and chip firm Advan…
11 months ago
Fed Meeting, Treasury Auctions Dominate Week
Episode 903
The Fed meets but no rate change is expected, and the U.S. Treasury auctions $125 billion in debt this week. Ford and Palantir report today, and the …
11 months ago
Payrolls Data Next As Investors Mull Apple, Amazon
Episode 902
April payrolls jobs growth is seen at 130,000, well below March. Amazon and Apple both disappointed, judging from initial market response, and the SP…
11 months, 1 week ago
Microsoft, Meta Impress and Apple, Amazon Loom
Episode 901
Solid results from Meta and Microsoft precede Apple and Amazon earnings later today. This morning features jobless claims and ISM Manufacturing with …
11 months, 1 week ago
Microsoft, Meta, PCE and GDP Ahead as April Closes
Episode 900
The last day of April brings Microsoft and Meta Platforms results, PCE prices, and first quarter GDP. The SPX is up six days in a row on trade optimi…
11 months, 1 week ago
Jobs, Starbucks, GM Next with SPX Streak at Five
Episode 899
Job openings, consumer confidence data and results from GM, Starbucks, Coca Cola and Visa are on tap today, with the S&P 500 on a five-session win st…
11 months, 1 week ago
Mega-Cap Earnings, Jobs Report Highlight Busy Week
Episode 898
This week features four mega-cap earnings reports and April nonfarm payrolls. More than 100 other S&P 500 firms report after trade hopes and falling …
11 months, 1 week ago