Investors piling back into the growth trade as stocks rally on the back of the Fed’s big rate cut. Does the central bank’s policy shift give the all clear for marktes? And will the tech trade lead the charge once again? Plus Former president Donald Trump interested in credit card interest. The cap he’s calling for… and how some other policies from both sides ... Show More
Yesterday
Stocks Sell Off As Oil Climbs, Rates Rise… And A “Witch Hunt” In Private Credit 3/5/26
Stocks selling off on Wall Street as crude oil continues to climb, and interest rates tick higher as investors digested the ongoing conflict in the Middle East. How the traders are navigating the whipsaw moves in stocks this week, and where they’re finding opportunity in the drop ... Show More
43m 24s
Mar 4
Stocks Rally As Iran War Continues… And Salesforce CEO On The Software Slump 3/4/26
Stocks jumping across the board as investors digested the latest developments out of the Middle East. The groups leading the charge, and the oil spike impact on equities, rates, and currencies. Plus software stocks are looking to make a comeback this week, as the group looks to r ... Show More
43m 14s
Oct 2025
Government shutdown begins, gold surges, Nike and Buffett deals
The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies ... Show More
22m 55s
May 2025
ICYMI: Jennifer Grancio on Volatility and Trade War
Jennifer Grancio, head of ETFs at TCW, discusses investment options through ETFs amid market volatility and the trade war.Wall Street’s rally took a breather on Tuesday, with stocks falling as traders awaited fresh catalysts after a six-day run that put the S&P 500 up almost 20% ... Show More
9m 2s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
Aug 2024
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Follow Nick Timiraos on Twitter https://x.com/NickTimiraos
Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos
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1h 6m