Jim and Jeff discuss the latest CPI data for September putting the annual inflation rate at 2.4%. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake
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Feb 6
Big Tech’s Capex Plans, Amazon Stock Plunges, Musk’s Net Worth Passes $850B 2/6/26
New numbers detail just how much big tech is planning to spend on capex this year. The street showing some concern with many of the Mag 7 names under pressure this week. We talk with one Wall Street analyst who lays out the bull case for Amazon. Plus, Elon Musk’s net worth surgin ... Show More
43m 14s
Feb 6
Amazon's AI Spending Plans, A Bitcoin Strategy, & LIVE: Affirm CEO Talks Earnings 2/6/26
Amazon the latest big tech name to announce blockbuster AI spending plans:Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, ... Show More
43m 27s
Jan 2025
Fed Holds Rates Steady, Pausing for Further Inflation Progress
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Nate Thooft, CIO at Manulife Investment Management, discuss Federal Reserve officials holding interest rates steady, pausing to assess the ... Show More
9m 29s
Aug 2024
Corporate America buys the dip
<p>Equity markets rebounded strongly last week, driven by tame inflation data, stabilising macro data, and solid earnings. Quant funds are expected to rebuild their positions, and corporate America is buying the dip, with record orders for share buybacks. And Mensur Pocinci, Head ... Show More
14m 5s
Nov 2024
Traders brace for latest inflation data
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)
Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger
Episode transcripts: seekingalpha.com/w ... Show More
6m 49s
Jul 2023
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More
56m 14s