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
Yesterday
Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26
Stocks retreating from record highs as rates resume their march higher. How a stronger than expected bond auction helped ease yields off their highs of the day, and what the latest Fed minutes told us about the central bank’s plan. Plus, cybersecurity in focus as AI safety concer ... Show More
43m 24s
Oct 6
S&p 500 Hits Record High… And 10/6/26
The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positioning with stocks at records. Plus, Google’s nuclear deal boosts Constellation En ... Show More
43m 28s
Oct 5
Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
The greenback showing strength, as the dollar index hits its highest level since April 2025. How the climb in the currency, alongside rates, will impact equities… and where Citi’s JP Coviello is putting money to work. Plus, Wells gets upgraded ahead of earnings season, Chipotle’s ... Show More
43m 22s
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