Shaky or Stabilizing? 8/8/25

Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks ... Show More

Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks ... Show More

Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting ea ... Show More

<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More

We begin the week by assessing the latest developments surrounding tariffs, recapping the January jobs report, and previewing upcoming inflation data. Plus, overall thoughts on recent market activity, and views on positioning. Featured is Jason Draho, Head of Asset Allocation Ame ... Show More

We kick off the trading week by reviewing the latest UBS House View and positioning recommendations. Jason also weighs whether the Fed’s aggressive commencement of easing signifies a sustained soft landing on the horizon, along with the newly in focus debate over the terminal Fed ... Show More

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of the bursting of a bubble in risky assets? Barry Ritholtz the original Blog-Father ... Show More

<p>The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&amp;P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin ... Show More

We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how a shifting macro environment and unprecedented election cycle has impacted the outlook for business owners. Featured are Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, ... Show More

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ... Show More

Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More

Jason drops by the 1285 studio to share his assessment of recent economic data, including on inflation and retail sales. We also take inventory of recent policy developments out of Washington DC, spanning DOGE to tariffs, to Congressional budget negotiations. Plus, thoughts on ov ... Show More

<p>Stocks closing out a rough February, as the tech unwind pushes the Nasdaq to close out its worst month in nearly a year and a half. And the Oval Office clash didn’t help things either. How the traders are handling the markets with March trading kicking off on Monday. Plus Cryp ... Show More