On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off over the near-term as economic conditions worsen, however restored liquidity cond ... Show More
Yesterday
How I Called 2026's Biggest Rally | Vincent Delaurd
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Fed’s likely policy path under Kevin Warsh, and w ... Show More
52m 51s
Feb 6
Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and wh ... Show More
1h 5m
Feb 4
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjo ... Show More
47m 31s
Jan 2025
Reasons to Remain Bullish as the Bond Vigilantes Circle
Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there. Yardeni, who coined the term "Bond Vigilantes", outlines the risks, probabiliti ... Show More
31m 39s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
32m 21s
Sep 2025
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Oct 2024
Gold, Bonds and All That Jazz with Lauren Goodwin
Guy Adami and Danny Moses are joined by Lauren Goodwin, Chief Market Strategist at New York Life Investments, for an in-depth discussion on current market dynamics and the broader economic landscape. The conversation covers a range of topics including Lauren's background in econo ... Show More
52m 21s
Aug 2025
Why bonds matter now for every investor
Bonds could be your portfolio’s next secret weapon. In this episode of Stocks in Translation, Schwab Center for Financial Research fixed income strategist director Collin Martin joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss yield curves, the bond market, a ... Show More
24m 45s
Aug 2024
Markets bounce back as dip buyers step in
<p>US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific markets trading in the green. As investor confidence grows globally, demand for safe-haven assets such as Treasuries has decreased, ... Show More
17m 30s