logo
episode-header-image
May 2023
45m 3s

From Inflation, to Disinflation - What i...

CNBC
About this episode
Commodity prices got crushed in May, with crude oil seeing its worst month since November 2021. So will falling prices become a tailwind for the consumer and the market? Plus, while tech stocks have been rallying in the last few weeks, one top investor says the run has come too far too fast. What he’s saying to do next. Fast Money Disclaimer 
Up next
Yesterday
Federal Judge Blocks Subpoena In Fed Reserve Probe… And Counting Down to Nvidia’s GTC 3/13/26
A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvidia’s CEO Jensen Huang when he takes the stage. Plus Jefferies’ David Zervos join ... Show More
43m 35s
Mar 12
Stocks Drop As Iran Conflict Lingers On… And Latest Punch To Private Credit 3/12/26
The Dow, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple digits, and how the Fast Money traders are handling the latest swing in stocks. Plus the latest black eye in the private credit crunc ... Show More
43m 22s
Mar 11
Oil Climbs As IEA Releases Barrels.. And RBC’s Lori Calvasina On Markets Next Move 3/11/26
Stocks ticking lower, as crude oil edge higher after the IEA announced it would release a record 400 million barrels of oil to address the Iran War supply disruption. The latest developments out of the Middle East, and how global markets are responding. Plus RBC’s Lori Calvasina ... Show More
43m 33s
Recommended Episodes
Aug 2022
Oil jumps as IEA warns of 'substantial' gas-to-oil demand shift!
US equities could hardly consolidate gains they posted following the Wednesday’s softer-than-expected inflation data in the US, even as the producer price index printed the first monthly decline since April 2020. The barrel of US crude rebounded to $94 as the International Energy ... Show More
10m 53s
Aug 2021
Keep Riding the Record Rally?
Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the ene ... Show More
44m 38s
Nov 2021
Inflation and the Stock Market: A complicated history
Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, speculation reverses as the hottest stocks of early 2021 have fallen from grace, ... Show More
26m 54s
Mar 2023
MM107: Nasdaq 100 moves back into a bull market!
<p>The Nasdaq 100 Index surged into a new bull market Wednesday for the first time in nearly three years.</p><br><p>Technology stocks have outperformed this year as investors speculate that weakening economic data and the risk of a recession, heightened by recent bank stresses, m ... Show More
44m 22s
Mar 2024
Stick with Tech or Double Down on the Broadening? 3/1/24
<p>Frank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. ... Show More
44m 24s