Yesterday

Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25

Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street research f ... Show More

43m 53s

Jul 8

The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25

Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wal ... Show More

43m 47s

Jul 7

More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25

President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it means for markets, as they back off record levels. Plus biotech stocks have been on the upswing since April. Can the trend continue? We ... Show More

43m 42s

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...