Heads I Win, Tails I Win

Earnings season can spark sharp moves—but how much of it is predictable? Dmitry Pargamanik of Market Chameleon joins us to explore how traders can use historical options data to spot patterns, dodge outliers, and navigate the volatility around earnings announcements. 

Markets are hitting fresh highs, but is this a true breakout or just a tariff-fueled head fake? Joining us from the floor of the CBOE, Scott Bauer breaks down what's driving the rally- and whether it’s built to last. 

While the market flirts with fresh highs, Fed officials seem more focused on auditioning for the next administration than cutting rates. Steve Sosnick joins Andrew Wilkinson to unpack the drama, from Powell's tightrope walk to the tariff threats hiding just offstage. 

The sharp two-day selloff has wiped out more than 10% in both the S&P 500 and the Nasdaq. Bob Elliott, Unlimited CEO, and Keith Lerner, Truist Wealth Co-CIO, kick off with a deep dive into what’s driving the decline and where markets go from here. Pippa Stevens reports on the ene ... Show More

The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatility. ... Show More

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of t ... Show More

We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility ... Show More

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.--This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the t ... Show More

Stocks taking a breather from its post-election rally as President-elect Donald Trump begins shaping his administration’s leadership team. The names taking key roles, and the impact it could have on foreign relations. Plus All eyes on tomorrow’s CPI data, as investors await the n ... Show More

Japanese PM Ishiba’s gamble to call a snap election backfired yesterday, as Japan’s ruling party lost its majority in a general election amid political scandals and soaring inflation. The Japanese yen is plunging and stocks are surging on the news. As investors turn their attenti ... Show More

With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US ... Show More

P.M. Edition for Aug. 5. The Dow sank more than 1,000 points after fears of a slowing U.S. economy sparked a global stock sell-off. The question on investors’ minds: Did the Federal Reserve wait too long to cut interest rates? Chief economics commentator Greg Ip has more. Plus, A ... Show More

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ... Show More