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Netflix Impresses After Stocks Hit 1-Month High
Episode 831
Following yesterday's S&P 500 close at one-month highs, Netflix reported solid subscriber and revenue gains, lifting shares 10%. Strength could spill…
1 year, 8 months ago
After Inauguration, Focus Turns to Netflix, TikTok
Episode 830
The inauguration yesterday put tariffs in the spotlight, but the Supreme Court's decision allowing a TikTok ban and Netflix results later are also in…
1 year, 8 months ago
Housing Data Precedes Long Weekend, Inauguration
Episode 829
Investors brace for a fresh batch of housing data today before a three-day weekend and Monday's presidential inauguration. The 10-year yield hit a 10…
1 year, 8 months ago
Retail Sales, More Bank Results Next After Rally
Episode 828
December retail sales are seen up 0.5% monthly, and earnings from Bank of America and Morgan Stanley also are due. Stocks just had their best day sin…
1 year, 8 months ago
Bank Earnings, CPI Kick off Pivotal Day for Stocks
Episode 827
Four of the largest U.S. banks report earnings this morning and the government releases December CPI, possibly key touchpoints for stocks and Treasur…
1 year, 8 months ago
PPI Data Awaited After Monday's SPX Recovery
Episode 826
Today's PPI could help determine the direction of Treasury yields and stocks. Analysts expect a relatively benign report, but tomorrow's CPI and bank…
1 year, 8 months ago
After Hot Jobs Data, Focus Turns to Earnings, CPIv
Episode 825
Investors don't get a break from yield worries as both CPI and PPI loom this week. But bank earnings could distract. Major indexes hit post-election …
1 year, 8 months ago
Investors Brace for Nonfarm Payrolls Data
Episode 824
Today's jobs report follows data hinting at economic strength. Consensus is 154,000, with yields likely to rise if that's exceeded by much. Fed minut…
1 year, 8 months ago
(Bonus) From On Investing: 2025 Market Outlook
What can investors expect from U.S. stocks and the global markets in the new year?
Important Disclosures
Investors should consider carefully informatio…
1 year, 8 months ago
Fed Minutes Loom After Tuesday's Yield Spike
Episode 823
Fed minutes could provide clues into policy makers debate around last month's rate cut. The minutes come after yields spiked on solid U.S. data yeste…
1 year, 8 months ago