Afleveringen
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoil.
Plus, we got another ugly report on housing, and one data point that was rather unusual. We'll tell you what it is and what it means for the housing market from here.
And, our analyst sees a period of below-target growth for two big food names, but he also sees one bright spot. He joins us with the winners and losers.
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Zijn er afleveringen die ontbreken?
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Treasury Secretary Bessent saying the current standoff between China and the U.S. is unsustainable, giving investors hope President Trump might back down from his hardline stance on trade. Our strategists have two names they say can ride out the current volatility. Plus, Googleâs Search remedies trial is taking a turn for the AI.
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President Trump going after Jay Powell yet again, calling the Fed Chair a âmajor loserâ and urging him to cut interest. Plus, Wolfe upgrading two entertainment stocksâone on valuation, one on domination. We have the names and the bullish case.
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Jay Powellâs âtermination cannot come fast enough,â according to President Trump. But can the President remove a Fed Chair? And if so, what would that mean for the economy, the markets, and your money? We discuss. Plus, chip stocks unable to shake-off concerns about tariffs and stricter export controls. Our trader tells us this weakness was a much-needed revaluation â and an opportunity. He joins us with which names heâs buying.
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Another beat for the big banks. Both Citi and Bank of America reporting better than expected results. We dive into the commentary coming out of both C-suites. Plus, both tech and autos getting some tariff relief recently, but President Trump has got his eyes on two new targets: semis and pharma. We speak with one CEO whoâs moving drug production from Canada to Barcelona as a result.
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As the dollar falls and yields climb, weâre asking if this is the beginning of the end of American exceptionalism. Former Treasury Secretary Janet Yelling telling CNBC President Trumpâs trade policies are âcompletely chaoticâ after the administration exempted some tech from the newest round of tariffs over the weekend, but then promised there would be different levies on the way. We look at the potential pains and gains, and where investors can ride out the ongoing uncertainty.
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The bond market is not backing down, but consumer sentiment is near historic lows. Weâll wrap up the latest data and look at how investors should position. Plus, BNY is reaffirming its full-year guidance despite all the uncertainty in the market. The CEO joins us with his take on rates, the consumer, and more. And retail is caught in the middle of President Trumpâs tariff fight. We go inside one LA denim factory with a hybid manufacturing model that could be the new blueprint.
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A strong 10-year Treasury auction pushing stocks higher at the top of the hour, but it was President Trumpâs 90 day pause of some tariffs that sent stocks soaring. We have the story as it breaks, including Treasury Secretary Bessentâs news conference, and instant reaction from strategists and traders as the Dow posts its biggest rally in five years.
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Stocks lose steam as Trump team sticks by tariffs and a weak bond auction pushes yields higher. Plus, why Needhamâs Laura Martin says things are going to get worse for one of techâs biggest companies.
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Itâs been a wild day of swings in the market. From the Dow being down 1,700 points at the low, to up nearly 900 points at the high, we make sense of one of Wall Streetâs most volatile sessions ever
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JPMorganâs Chief Economist tells us why he upped his U.S recession risk to 60%. President Trump posting heâll extend the TikTok sale deadline by 75 daysâwe have instant reaction from the CEO of AppLovin, one of the companies bidding to buy the social media service. Plus, the software name that could be a stealth tariff winner.
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Stocks and yields both sinking after President Trump announced sweeping new tariffs. We dig into how we got here, what it means for Americansâ wallets, and the names best- and worst-positioned names.
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As Wall Street awaits Trumpâs tariff announcement, Wolfe Researchâs Tobin Marcus says investors are underestimating one of their key features. But itâs not just tariffs making news, the last-minute bids for TikTok coming in fast and furious ahead of Saturdayâs deadline. We bring you all the headlines and the big names stepping up to buy it.
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With a little more than 24 hours until Trumpâs big announcement, Raymond Jamesâ Ed Mills says the tariff talk is just getting started. The sectors and countries he expects to be targeted firstâand why weâll still be talking about this in a yearâs time. If youâre looking for names successfully navigating the uncertainty in the meantime, one portfolio manager has an under-the-radar software pick. Plus, Acy Cooper, fourth-generation Louisiana fisherman and captain of the Lacy Kay, tells us why the shrimping industry is rooting for more trade restrictions.
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Tech under pressure again today, but two Mag 7 names are starting to look attractive according to Extelâs 2024 top-ranked portfolio strategist. Economists see an increasing chance of stagflation, so what does that mean for the Fed? And Jefferiesâ new cruise stock to buy as travelers begin to trade down.
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Stocks are selling off as growing uncertainty on U.S. trade policy and a more grim outlook on inflation weighs on investor sentiment. Plus, Coreweave makes its public debut, but immediately comes under pressure after pricing below its expected range. And China hawk Kyle Bass chimes in on the market sell-off, saying the economy actually needs a âslight recessionâ.
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President Trumpâs latest round of tariffs focused on autos and auto parts. Weâve got the details, the winners and losers, and the name one trader says will cut its dividend âimmediately.â And while President Trump touts them as a win for America, will the government eventually have to step in to support the automakers like it did farmers following the 2016 tariffs? Plus, Sal Khan on how AI is reshaping the classroom for both teachers and students alike.
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Are the markets REALLY ready for tariffs? Just how inflationary could they be? And what does that mean for both business and consumer spending? We dive into all of that ahead of this afternoonâs auto tariff announcement. Plus, the latest on the Trump administrationâs Signal group chat fallout.
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