Jerome Powell did it again - July 3, 202...

In a week where Nvidia's gravity-defying ascent to a $4 trillion valuation reshaped market psychology, Wall Street chose euphoria over caution, riding a wave of AI-driven optimism to record highs. Meanwhile, geopolitical tensions and Trump's impulsive tariff crusades are reintrod ... Show More

Trump's latest tariff threats—starting with a 50% duty on copper and hinting at 200% on pharmaceuticals—sparked short-term market jolts but little lasting panic, as investors bet on negotiation over execution. Behind the headlines, businesses are adjusting quietly but decisively, ... Show More

President Trump's tariff threats against fourteen nations, paired with a rollback of clean energy tax credits, have turned economic policy into a spectacle of brinkmanship and reactive markets. As global leaders scramble to meet an August 1 deadline, Wall Street has learned to pr ... Show More

Carl Quintanilla, David Faber and Sara Eisen set the stage for Friday's Jackson Hole Symposium speech by Fed Chair Jerome Powell. Among the issues discussed: The potential for rate cuts and what's at stake for the markets including the banking sector, plus a look how stocks histo ... Show More

In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day ... Show More

Les marchés actions occidentaux ont livré une semaine en clair-obscur, rattrapés par les doutes sur la trajectoire des taux directeurs aux Etats-Unis. Cette incertitude s’invite à nouveau au menu avec une décision de politique monétaire de la Fed prévue mercredi soir. Si une bais ... Show More

The IMF hikes its U.S. forecast for 2024 but Germany weighs on the European outlook. The IMF’s Director of the Monetary and Capital Markets department, Tobias Adrian tells CNBC there are reasons for optimism. The S&P 500 suffers its first back-to-back session loss since September ... Show More

The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 ... Show More

On today's episode, we examine the landscape for EM investing with Ben Luk, Senior Multi Asset Strategist at State Street Global Markets. Plus - a look at Federal Reserve Chair Jerome Powell's first day of testimony in Washington ahead of Wednesday's US CPI print with Adam Turnqu ... Show More

Today's slide deck: https://bit.ly/3CyH5bX - Trump delivered on the comprehensive tariffs he promised at the weekend against Canada, Mexico and China, although they don't actually go into effect until 12:01 a.m (0501 GMT) tonight. That's when we find out how much the market is ho ... Show More

LONG The White House has urged investors to trust in Donald Trump as Wall Street continues a global sell-off in response to his tariff announcement. The Dow Jones index is down more than three percent, the dollar has fallen and oil prices have slipped. Shares prices in Europe and ... Show More

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts. S ... Show More

Stocks jumped and the dollar rose after President Donald Trump said he had no intention of firing Federal Reserve Chair Jerome Powell while optimism grew that trade tensions may be easing. Trump's comments on the Fed chief late Tuesday in Washington walk back opinions expressed e ... Show More