logo
episode-header-image
Oct 2022
43m 49s

The BoE’s Shock to the Market, Plus How ...

CNBC
About this episode
The Bank of England telling pension funds they have three days left of its emergency report and they have to make changes to their portfolios soon. The news sent U.S. stocks well off their highs, with the S&P and Nasdaq both posting their fifth day of losses. Plus chip stocks were down again today, but how much farther can they fall. One top analyst joins to ... Show More
Up next
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
Recommended Episodes
Aug 2022
Stocks rally on soft US CPI, but Fed members keep feet on the ground
US consumer prices eased in July, and they eased more than expected. US yields pulled lower after the CPI print, the US 10-year yield retreated, the US dollar slipped, gold gained, and the US stock markets rallied. The EURUSD jumped to 1.0370 mark, as Cable made another attempt t ... Show More
10m 17s
Jul 2023
Traders sell the news on bank earnings
Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulus. Quant Ratings tells us which sectors look strongest into earnings. Get a fulll transcript of this episode at Seeking Alpha. Show Links Dividend Roundup: Procter & Gamble, MetLif ... Show More
5m 17s
Mar 2023
Federal Reserve: Rate Hike, ‘Additional Policy Firming’
Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinbase (COIN) stock slides 14% after the bell as SEC warns of potential charges. (04:46) J&J (JNJ) turns to Supreme Court to OK unit bankruptcy plan for talc lawsuits - report (07:34). Ou ... Show More
10m 3s
Mar 2024
Strong risk appetite boost meme stock trading | MarketTalk: What’s up today? | Swissquote
Yesterday was a strong day in terms of meme trading and speculation; Donald Trump’s Truth Social flew with its own wings for the first time yesterday and rose up to 60% under the ticker DJT before settling 16% higher at the end of the session, Reddit also saw some nice intraday v ... Show More
10m 37s
Jul 2023
Stocks poised for a decade of low returns
Stocks may only be slightly better than bonds over the next decade. Exxon (XOM) plans on building a huge lithium facility in Arkansas. Barclays sees Nvidia (NVDA) earning $20 per share or more. Read a full transcript of this episode at Seeking Alpha. Show Links Stocks set for 4% ... Show More
6m 5s
Oct 2022
It's October! Stocks and Oil Surge, Tesla Falls, Credit Suisse On Defense and Kim Kardashian Settles SEC Charges 10/3/22
Carl Quintanilla, Jim Cramer and David Faber explored the market rally kicking off the first trading day of October. The anchors reacted to the latest calls by equity strategists at Morgan Stanley, Goldman Sachs and Citi. Crude oil and energy stocks jumped on reports OPEC+ countr ... Show More
43m 17s
Aug 2023
Big demand for shares in J&J spinoff Kenvue
J&J share swap offer for Kenvue is oversubscribed. (0:15) Nvidia (NVDA) leads chip stocks up again as its earnings approach and the 10-year yields hits a 52-week high. (1:26) See what J.P. Morgan’s AI sentiment model says. (4:06) Sign up for our daily newsletter here and for full ... Show More
5m 43s