Yesterday

Markets look past strong jobs report... And tech’s next earnings test 9/4/26

Stocks tumble even after a better-than-expected August jobs report, sending odds of a rate hike higher yet again. Moody’s Chief Economist Mark Zandi explains why the latest employment numbers could be overstating the strength of the economy. Then, D.A. Davidson’s Gil Luria lays o ... Show More

43m 27s

Sep 3

AI buildout financing in focus... And stretching into Lululemon results 9/3/26

Tech in rally mode as Meta, Dell and Nvidia headline a day of big gains. The traders unpack all the moves, while Janus Henderson’s Seth Meyer explains why hyperscalers are turning to interest-free bonds to fund the AI buildout and what it means for markets. Then, all the headline ... Show More

43m 46s

Sep 2

Major moves in semi stocks... And what’s next for oil 9/2/26

A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new ... Show More

43m 37s

Nov 2022

11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers

Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, ... Show More

46m 2s

Dec 2022

State of Play: Inflation, Recession Signals, and the Housing Market — with Mark Zandi

Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi. Scott opens with his thoughts on investin ... Show More

39m 43s

Nov 2023

NDR's Clissold: Choppy markets ahead, but no 'nasty bear market'

Ed Clissold, chief US strategist at Ned Davis Research, says he expects a choppy market through the first half of 2024, but says the market won't uncork an ugly bear market without a significant recession, which he does not currently expect. That said, the volatility and the econ ... Show More

53m 45s

Apr 2023

Entrepreneurial Skill Does Not Equal Investment Skill

The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things don’t seem as dire as once thought. We’ll give you our thoughts on what we see right now with the ten-year treasury at 3.5%. Markets inching higher throughout the year. W ... Show More

48m 55s

Nov 2023

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More

1h 3m

Top economist takes on Wall Street pessi...