U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the Russell 2000 Index down nearly 1%. Yields on the 10-year U.S. Treasury note and the 30-year bond backed up again, as investors continue to seek safety amid the u ... Show More
Oct 22
The GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Ash Bennington sits down with Jonathan Gould, U.S. Comptroller of the Currency, to break down the OCC’s final rule implementing its portion of the GENIUS Act. Gould explains how the new federal framework will regulate payment stablecoin issuers, including reserve requirements, re ... Show More
24m 53s
Oct 19
Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs rising, is another inflation shock on the horizon — and could Kevin Warsh be focus ... Show More
31m 55s
Oct 5
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ... Show More
33m 1s
Feb 2022
Navigating volatility, supply shock ahead?, and the rate hike debate
Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore.
Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ... Show More
43m 53s
Sep 2022
Stocks Try To Rally, Europe’s Energy Crisis, Ukrainian President Zelenskyy Rings the Opening Bell, 9/6/22
Carl Quintanilla, Mike Santoli and David Faber began the hour by breaking down the markets coming off their third-straight week of losses, and the Nasdaq hoping to avoid its 7th negative session in a row. Goldman’s chief economist Jan Hatzius posted a note saying he believes the ... Show More
43m 10s
Feb 2022
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ ... Show More
44m 7s
Mar 2022
Russia-Ukraine Effect, Market Volatility, $130 Crude, Buffett Buys OXY But Icahn Sells, Bed Bath and Beyond Soars and the NYSE's President On Halting Trading in Russian Stocks.
Carl Quintanilla, David Faber and Morgan Brennan kicked off a new week of trading by focusing on market volatility as the Russia-Ukraine conflict intensifies. WTI Crude briefly surpassed $130 per barrel and the average price of U.S. gasoline topped $4 a gallon -- both for the fir ... Show More
42m 55s
Aug 2025
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s