Yesterday

Nvidia hits a $4 Trillion Market Cap 7/9/25

Scott Wapner and the Investment Committee discuss Nvidia hitting a four trillion market cap for the first time and what it means for the stock and sector. Plus, Bill Baruch is launching a new portfolio focused on miners and precious metals, he calls in with the details. And later ... Show More

44m 31s

Jul 8

Debate: The State of the Rally 7/8/25

Scott Wapner and the Investment Committee debate the continued run in stocks as more street strategists raise their S&P targets. Plus, the desk share their latest portfolio moves. And later, Uber hits a new record high as Tesla faces pressure, the Committee break down the trade. ... Show More

52m 41s

Jul 7

The Outlook for the Rally 7/7/25

Scott Wapner and the Investment Committee discuss whether the rally can continue as stocks trade at highs with tariffs and earnings looming. Plus, Bryn Talkington calls in with her options strategy on Tesla as Elon Musk returns to the political fray. And later, the desk debate th ... Show More

44m 2s

May 19

How should central banks respond to US tariffs?

US tariffs have sent financial markets into a frenzy in recent weeks, but how much should central bankers be taking trade into account when setting monetary policy? To find out, Soumaya Keynes sits down with Bank of England Monetary Policy Committee member Swati Dhingra – one of ... Show More

26m 58s

Aug 2024

Jackson Hole Day: Powell's Fed Summit Speech and the Markets 8/23/24

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

42 m

Jun 18

FOMC Preview with Frank Sorrentino

With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when.A fourth straight meeting without a cut could provo ... Show More

11m 30s

Sep 2024

Was a 50-basis-point cut too aggressive a move too soon?

The Federal Reserve's interest rate cut was a long time coming, the first rate reduction since 2020. But what was a 50-basis-point cut too aggressive a move too soon as Fed Chair Jerome Powell assures that the central bank is not behind the curve?Takeaways Stock futures (ES=F, NQ ... Show More

55m 6s

Mar 2025

Fed Holds Rates Steady, Cuts 2025 Growth Projection

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Veronica Willis, Global Investment Strategist at Wells Fargo Investment Institute, discuss Federal Reserve officials holding their benchma ... Show More

47m 34s

Sep 2024

Fed slashes interest rates by half point

Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09) Show Notes Federal Reserve sees two more ... Show More

6m 25s

Sep 2024

A Fed Insider on the Looming Rate Cut

This month, for the first time in over two years, the U.S. Federal Reserve is widely expected to cut interest rates. Mary Daly, the president of the Federal Reserve Bank of San Francisco, is one of 12 people who will decide how aggressive that cut should be. She talks to Kate abo ... Show More

21m 15s

Nov 2024

'America First' Sweeps Wall Street, Powell In Trump's World & BOE Set to Cut Rates

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Donald Trump's return to the White House is adding fresh am ... Show More

19m 32s

Sep 2024

The Fed Finally Cut Rates. What Does That Mean?

The Federal Reserve cut interest rates this week, after a two year battle with inflation. David Uberti explains how that will impact the economy and we hear from two couples about what they hope this means for their finances. Further Listening: - A Fed Insider on the Looming Rat ... Show More

21m 25s

The Rate Cut Playbook 8/23/24