logo
episode-header-image
Apr 2025
42m 52s

Stocks Drop As Nvidia Slides… And Powell...

CNBC
About this episode
Stocks dropping as Nvidia gets hit, and a tariff warning out of Fed Chair Powell only made things worse. And while Gold hits fresh records, the disconnect between yields and the dollar is breaking down. Plus, as volatility stays elevated, investors are seeking shelter. The latest read on investor sentiment, and the top concerns impacting their portfolio move ... Show More
Up next
Aug 21
Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26
The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson Hole. Then, the Chart Master gives his technical take on Nvidia as the world’s l ... Show More
44m 2s
Aug 20
Debt worries back in focus... And Walmart misses the mark with investors 8/20/26
Yields tick higher again, even after the U.S. Treasury’s historic bond market intervention. The traders make sense of the impact on stocks, and CSIS’ Phil Luck weighs in on whether another U.S. credit downgrade could be in the cards. Then, former Walmart U.S. CEO Bill Simon joins ... Show More
43m 44s
Aug 19
Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26
Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho’s Jared Holz reacts to the huge moves higher in Moderna and Merck, after the pair’s personalized c ... Show More
43m 32s
Recommended Episodes
Mar 2025
Stocks sell off as tariff angst hits markets
<p>A three-day period of relative calm on Wall Street came to an end as major tech and automobile companies led a decline in global equity markets yesterday. Concerns about the economic impact of ever more tariff announcements, weak consumer sentiment and rising inflation risks a ... Show More
10m 2s
Sep 2024
Investors lock gaze on NFP data
Send us Fan MailDollar slides as data offer little respite to concerned investors. NFP to accelerate somewhat, but PMI surveys pose downside risks. S&P 500 and Dow Jones end in red ahead of the job numbers. Gold rebounds, approaches record high; oil stabilizes.Risk Warning: Our s ... Show More
3m 45s
Oct 2023
Stocks suffer collateral damage as yields blast higher
Send us Fan MailStock markets get kneecapped by relentless rally in US yields. Gold and oil prices lose steam amid lack of geopolitical escalation. Euro/dollar stable ahead of key events, yen ignores BoJ reports.Risk Warning: Our services involve a significant risk and can result ... Show More
4m 27s
Sep 2023
Stocks roll over as US yields climb to new highs
Send us Fan MailMayhem in US bond market spills over into stocks. Dollar struggles to advance despite soaring yields. Sterling sinks on BoE decision, yen retreats after BoJ.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. ... Show More
4 m
May 2023
Gold and yen scorched by rising yields, Nvidia saves stocks
Send us Fan MailDollar continues its grind higher, empowered by Fed bets and risk aversion. Gold gets burned by rising yields, central bank divergence hits Japanese yen. Stocks close lower, but Nvidia earnings turn markets around after-hours.Risk Warning: Our services involve a s ... Show More
4m 19s
Aug 2024
Nvidia earnings fail to buoy markets, focus turns to US data
Send us Fan MailNvidia slumps in after-hours trading as earnings don’t excite. Equitiesmixed as attention turns to US data for direction. Kiwi outperforms, euroslips on soft German and Spanish CPI figures.Risk Warning: Our services involve a significant risk and can result in the ... Show More
4m 9s
Apr 2021
Dollar succumbs to Powell’s dovish tune; stocks mixed
Send us Fan MailPowell reiterates that rate hikes are a long way off, pressing down on yields. Dollar skids again but upside risk from retails sales and jobless claims. Banks kick off US earnings with a bang but only Dow rises.Risk Warning: 78.28% of retail investor accounts lose ... Show More
4m 21s