Comments from Fed Chair Jerome Powell suggested the central bank would not make any move to cap interest rates, sending yields spiking midday and stocks tanking. The Nasdaq gave up its gains for the year and went back into a correction. The Chart Master joins to telescope where tech’s going from here. Plus an unlikely pairing -- Jay-Z and Jack Dorsey team up ... Show More
Yesterday
Cracks In Homebuilder Foundation Grow… And De-Dollarization Drama 10/9/25
More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. ... Show More
43m 41s
Oct 2021
Digital World Ascends to Greater Heights While Valkyrie Bitcoin ETF Drowns
DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. President Joe Biden backs away from hiking corporate taxes to fund his infrastructure an ... Show More
34m 28s
Sep 2021
Andrew Sheets: The Fed Shuffles Toward the Exit
This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.
----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morg ... Show More
3m 18s
Sep 2022
Mike Wilson: A Sudden Drop for Stocks and Bonds
After last week’s Fed meeting and another rate hike, both stocks and bonds dropped back to June lows. The question is, will this turn to the downside continue to accelerate?
----- Transcript -----
Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Ch ... Show More
3m 50s
Jun 2023
Fed special: Rates held, Powell’s tell and market impact with Chaim Siegel
Chaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wednesday’s Fed decision. What the hawkish pause means for the equity rally, why the market is skeptical about Jay Powell’s rate cut pronouncement, how jobless claims remain crucial and ... Show More
19m 9s