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 8

AI Ripple Rally Boosts Copper Miners… And The Fed’s Next Move As Rally Rolls On 10/8/25

The AI ripple effect hitting another industry, as Copper miners get a boost. How the data center buildout is lifting those names, and the amount of metal needed to fuel the AI surge. Plus Fed Minutes giving investors more details behind the Central Bank’s rate policy. What to exp ... Show More

43m 32s

Oct 7

Oracle Hits A Snag… And How Prime Day Could Boost Retail’s Slump 10/7/25

Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days h ... Show More

43m 36s

Mar 2022

Mike Wilson: Will Slowing Growth Alter the Fed’s Path?

This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle. -----Transcript----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Offi ... Show More

3m 39s

Jun 2024

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once ... Show More

17m 39s

Feb 2023

The Fed is in focus today

Several data releases yesterday showed encouraging signs that the Federal Reserve’s interest rate hikes over the past year have begun to slow inflation. Investors are now eagerly awaiting today’s interest rate decision from the US and subsequent comments from Fed Chairman Jerome ... Show More

8m 30s

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

Jun 2022

The Fed’s big swing at inflation

The Federal Reserve announced its largest interest rate increase since 1994. And it's the equivalent of the US central bank taking a baseball bat to the economy, according to the FT’s US financial commentator Robert Armstrong. In this week’s episode, Armstrong is helping us to ... Show More

19m 43s

Apr 2024

Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. ... Show More

42m 35s

All ok to Raise Rates? Investors Awaitin...