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Trade in Focus but Earnings Could Take Spotlight
Trade in Focus but Earnings Could Take Spotlight

Episode 1108

After a Monday marked by trade-related uncertainty, key software, consumer, and tech results vie for attention today and tomorrow, starting with Home…

1 month, 2 weeks ago

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Tariff Drama, Upcoming Nvidia Earnings In-Focus
Tariff Drama, Upcoming Nvidia Earnings In-Focus

Episode 1107

A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed s…

1 month, 2 weeks ago

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Inflation Data Next with Stocks, Yields Rangebound
Inflation Data Next with Stocks, Yields Rangebound

Episode 1106

This morning's December PCE data could set the tone, but tension with Iran is another focus. So is private credit after jitters yesterday when stocks…

1 month, 2 weeks ago

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Walmart, Deere Up Next Ahead of Key Inflation Data
Walmart, Deere Up Next Ahead of Key Inflation Data

Episode 1105

Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE a…

1 month, 3 weeks ago

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Fed Minutes Loom as Cautious Trading Persists
Fed Minutes Loom as Cautious Trading Persists

Episode 1104

Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as …

1 month, 3 weeks ago

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Short Week Packed with Data as Caution Persists
Short Week Packed with Data as Caution Persists

Episode 1103

This week features GDP and PCE prices Friday after Walmart reports Thursday. Volatility is up after another poor showing from major indexes last week…

1 month, 3 weeks ago

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After Another Sell Off, Investors Brace for CPI
After Another Sell Off, Investors Brace for CPI

Episode 1102

Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weeke…

1 month, 3 weeks ago

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Jobs Data Fail to Move Needle, Investors Await CPI
Jobs Data Fail to Move Needle, Investors Await CPI

Episode 1101

Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McD…

1 month, 4 weeks ago

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Jobs Posting: After Weak Data, Payrolls Awaited
Jobs Posting: After Weak Data, Payrolls Awaited

Episode 1100

Today's nonfarm payrolls follows weak retail sales that sent yields to one-month lows. Analysts see 70,000 jobs created last month. Shopify, McDonald…

1 month, 4 weeks ago

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Jobs Data Near, but First a Pause for Refreshment
Jobs Data Near, but First a Pause for Refreshment

Episode 1099

Before Wednesday's critical jobs report, investors hear today from Coca-Cola and Ford. Retail sales also bow, with stocks up two days in a row. Jobs …

1 month, 4 weeks ago

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