Austria implementing a lockdown amid rising covid cases spooking overseas markets and reopening stocks, including the airlines and Boeing, here at home. This as the WSJ reports the company is slowing down 787 Dreamliner manufacturing…but one trader is sticking by the stock. He tells us why. Policymakers learned a lot from the Great Recession, but Neil Irwin, ... Show More
Yesterday
China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26
China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifurcation between blue- and white-collar jobs. Plus, stocks under pressure as oil prices keep climbing, but software names buck the ... Show More
42m 55s
Mar 4
Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26
The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of software in the future. Plus, the Korean Kospi was the best performing stock market in the world last year, but posted its worst d ... Show More
43m 50s
Mar 3
Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26
President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait of Hormuz effectively closes. Plus, an ugly day on Wall Street as the Dow falls nearly 1,300 points. Hosted by Simplecast, an AdsWi ... Show More
43m 13s
Feb 2023
Retailers are stocking more stuff, a good sign for the economy
The most recent issue of the Logistics Managers Index, an industry gauge of retail inventories, showed that sellers expanded their stocks in January. That suggests that consumer demand is remaining strong and that supply chains are sorting themselves out, all good signs for the e ... Show More
7m 56s
Mar 2022
What the Dollar Surge Means For Markets, and Two Tales of Transports
Commodities and the dollar jumping this week as markets take another big breather. But will the downtrend continue in the coming weeks? The traders break down their outlook. Plus, the airlines have taken a major hit in recent days, but the broader transports actually eked out a g ... Show More
22m 17s
Mar 2020
Record Stimulus, Record Unemployment, Volatile Market
Congress passes a $2 trillion-dollar stimulus. A record 3.3 million Americans file for unemployment. The Federal Reserve cranks up lending. And the stock market has its best 3-day gain since 1931. Motley Fool analysts Andy Cross, Jason Moser, and Ron Gross discuss what it all me ... Show More
39m 30s
Jan 2024
Vanguard Sees Recession Risk; Dish Blowup Rattles Junk
The US economy is at risk of tipping into recession in the second half of this year, putting pressure on corporate debt markets, says Chris Alwine, global head of credit at Vanguard. “What would precipitate that shallow recession is that corporations are just not hiring, with a ... Show More
45m 31s