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 less overweight on equities now than in January, but that he remains somewhat const ... Show More
Today
Central Bank Control Is Breaking | Weekly Roundup
Markets may be entering a volatile new regime where inflation, geopolitics, and policy fragmentation collide, challenging the stability investors have relied on for decades. This week, we break down the latest Fed meeting and what it signals about shifting power from central bank ... Show More
1h 2m
Yesterday
The AI Bubble Is Widely Misunderstood | Steve Hou
AI may be the most powerful economic force since the internet, but its true impact remains deeply uncertain. Steve Hou, Senior Quant Researcher at Bloomberg and a macroeconomist by training, joins us to unpack how AI is reshaping markets, investment cycles, and economic thinking. ... Show More
55m 42s
Apr 24
The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-ind ... Show More
1h 3m
Sep 2025
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Sep 2025
US equities slide as Nvidia-OpenAI deal raises questions
US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much ... Show More
12m 46s
Apr 2025
Market Volatility: What Lies Ahead in Trump's Trade War
<p>Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.</p><p><strong>Key Takeaways:</strong></p><p>What an Escalating ... Show More
13m 3s
Oct 2025
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More
13m 11s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
32m 21s
Sep 2025
Precious metals shine as markets open September
August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ... Show More
10m 25s
Jan 2025
2025 kicks off with market optimism vs geopolitical jitters
<p>US equities began 2025 with a brief sell-off followed by a rebound, while Chinese shares are having their worst start to a year since 2016. Microsoft said that it will spend USD 80 billion on data centres this year. This week, investors will be watching economic data releases, ... Show More
11m 7s
Sep 2025
Equities rebound and gold reaches another all-time high
Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. I ... Show More
10m 17s