Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding a correction? Markets are operating in a narrow trend channel, with money rotating out of Magnif ... 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
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
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
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
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
Feb 2022
2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years
<p>Investors seem to be reacting to inflation and the likely impact of higher interest rates.</p><p> </p><p><em><u>Today's Stocks & Topics:</u></em> LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, ... Show More
45m 21s