logo
episode-header-image
Dec 2023
5m 27s

Inflation fight on track

SEEKING ALPHA
About this episode
November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevron doesn't expect hostilities in South America. (3:35)

Show Notes
Top growth stocks for those wary of valuations - Goldman
Ford cuts back on all-electric F-150 production due to slower-than-anticipated demand

Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Up next
Today
Meta spending like the Yankees
Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)Show NotesDisney+ adds more UK showsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to ... Show More
4m 52s
Today
It’s a wrap
McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)Episode transcripts seekinga ... Show More
5m 57s
Yesterday
Copper retreats, crude oil gains
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).Show NotesCopper retreats from record high, crude oil gains after EIA forecastU.S. stock ... Show More
6m 35s
Recommended Episodes
Feb 2023
CNBC Special Report: Taking Stock 2/16/23
CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hike ... Show More
36m 31s
Feb 2021
Stocks Follow Bonds Into the Slaughterhouse
DB-Feb25,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, to the Daily Briefing to make sense of the massive rout in long-dated Treasury bonds that is perturbing every aspect of the market—from high-flying growth names like Tesla ... Show More
30m 37s
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
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 once ... Show More
17m 39s
Jun 2024
July rate cut off the table after strong US jobs report
US jobs growth surged in May and wages accelerated, prompting traders to push back the expected timing of US Federal Reserve interest rate cuts. US Treasuries sold off, pushing yields higher on Friday. And while equity markets in Europe ended the day lower, US stocks initially fe ... Show More
9m 52s
Apr 2024
The moral of the story: high expectations are hard to beat | MarketTalk: What’s up today? | Swissquote
Meta fell 15% in the afterhours trading despite earnings beat as investors didn’t like the weaker-than-expected revenue forecast for the current quarter and even less the news that the company will be spending more money to improve its AI capabilities. Tesla jumped 12% regardless ... Show More
10m 13s
Feb 2022
Can Small-Cap Stocks Help You Beat Inflation?
The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the ensuing nine months carried into the first month of 2022, when the index shed 9.7%. Francis Gannon, co-chief investment officer of R ... Show More
35m 19s
Sep 2023
Equities under pressure as bond yields, oil and the dollar all rise
After Saudi Arabia and Russia both pledged to extend their supply cuts until the end of the year, oil has rallied, pushing yields higher and interrupting the rally in equities. Meanwhile, Eurozone economic data continues to come in below expectations. Dario Messi, Fixed Income Re ... Show More
12m 13s
Dec 2022
How to Position into the Fed Meeting
Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0.2%. In today’s show, Maggie Lake is joined by Spectra Markets’ president Brent ... Show More
41m 35s
May 2021
Inflation Shocker
A shockingly high reading in the consumer price index landed with a bang in markets this week. Zachary Griffiths, a macro strategist with Wells Fargo, joined the “What Goes Up” podcast to discuss what inflation pressures he’s got his eye on and why he doesn’t think the latest num ... Show More
40m 34s