(11/6/23) Friday's employment report was weaker than expected, as expected; there's always no recession in sight...until it is. How long will it take for the lag effect to appear? Black Friday preview; market rallied to 6% after previous week of disappointment. Markets ran through resistance, and are now over bought; looking at Bonds' tough year. The Fed say ... Show More
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
<p>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 on ... Show More
17m 39s
Jun 2023
Double Trouble: How the Dot-Com and Tech Bubbles Compare
<p>In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.</p><ul><li>Why did you decide to analyze these two investing periods?</li><li>Examples of the market ... Show More
16m 24s
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Apr 2024
Now Bulls Can’t Leave with Ben Kallo of RW Baird
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ... Show More
1h 5m
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s
Oct 2022
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More
1h 10m
Dec 2020
#89 How has the latest vaccine news and market optimism affected investors?
This week, we discuss the recent surge in financial markets and the latest on the imminent roll-out of a vaccine in the UK. We look at how investor optimism has swung this year and how emotions, positive and negative, can affect our investment decisions, with Nicky Eggers (Head o ... Show More
20m 56s