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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 …
11 months 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. Tom…
11 months 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 gara…
11 months 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 …
11 months 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…
11 months 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 shu…
11 months, 1 week 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 Ai…
11 months, 1 week 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 post…
11 months, 1 week 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…
11 months, 1 week 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 tod…
11 months, 1 week ago