The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. We explore the drivers behind the dollar’s slide, the implications for international portfolios, and why now is the time for investors to review and diversify their currency exposures. Join Dominic Schnider, Hea ... Show More
Yesterday
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Apr 2025
Taking Stock of the ‘Sell America’ Trade
Something strange happened in the US financial system earlier this week: the stock market, the bond market, and the value of the dollar all slumped. This volatility andrecent threats to fire Fed chief Jerome Powell are unnerving foreign investors, who are flocking to a new phenom ... Show More
20m 42s
Apr 2025
Stocks Drop As Nvidia Slides… And Powell Warns Of Tariff Impact 4/16/25
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 ... Show More
42m 52s
May 2021
New Record High for the Dow ... But Tech Under Pressure As Citi Downgrades Facebook and Alphabet, Dogecoin Plummets Following Elon Musk's SNL Appearance, Pipeline Cyberattack Effect on Oil Prices, The
Carl Quintanilla, Jim Cramer and David Faber began a new week with a look at tech stocks under pressure, after Citi downgraded Facebook and Google parent Alphabet to neutral. But that news didn't stop the Dow from hitting a new all-time intraday high -- as money rotates out of te ... Show More
43m 56s
Sep 2024
Markets riding the ‘Fed wave’
Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key ... Show More
11m 1s
Jan 2024
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell notes that further evidence supports his long-held view that liquidity bottomed in October 2022, and he explains why he expects liquidity to stren ... Show More
1h 17m
Jul 18
Talking Heads – A look at the latest ETF flows
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest ... Show More
7m 19s