logo
episode-header-image
Sep 2025
43m 46s

Fed, Jobs, Markets… And A Beaten Down Lu...

CNBC
About this episode
The Federal Reserve’s independence in focus as the Justice Department opens a probe into Lisa Cook, and President Trump’s Fed board nominee Stephen Miran faces questions on the Hill. Plus The next stretch for Lululemon, as the retailer reports results. What the numbers mean for the company’s next move, and what one top analyst sees in store for the stock. F ... 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
Jan 2025
Powell v Trump and megacap earnings
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53) Show Notes Six of seven bubble conditions have been met Earnings calendar Dividend roundup Episode trans ... Show More
8m 26s
Aug 2025
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s
Jun 2020
Covid drug controversy, Lululemon bets big on Mirror, Federal Reserve update
Covid drug controversy, Lululemon bets big on Mirror, Federal Reserve update See acast.com/privacy for privacy and opt-out information. 
18m 58s
Apr 2025
Fed’s new warning on tariffs, Pentagon officials on leave, RFK Jr.’s autism claims & more
Stocks took a big hit after the Federal Reserve chair raised an alarm on President Donald Trump’s trade policy. Three Pentagon officials are being investigated. A federal judge is zeroing in on a data-sharing deal between the IRS and ICE. We have the latest on a high school shoot ... Show More
6m 51s
Sep 2025
Summers on President Trump vs. the Fed, Battle Over America’s Jobs Data, Australia Gold Rush 2.0
This week, former US Treasury Secretary Lawrence H. Summers comments on why the markets have been slow to react to President Trump's efforts to fire Lisa Cook and further change the composition of the FOMC. And, concerns about BLS politicization are growing - what is the real pro ... Show More
48m 3s
Dec 2023
Fed Starts to Confront the Next Big Question
Bloomberg News Economics Reporter Rich Miller and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talk about how the most important question facing the economy and financial markets next year is not whether the Federal Reserve will cut interest rates. It’s why ... Show More
51m 40s
Mar 2023
Fed in Focus, TikTok CEO Grilled on the Hill, Hindenburg Shorts Block 3/23/23
<p>David Faber, Sara Eisen and Mike Santoli began with the market action a day after the Federal Reserve announced its 9th straight interest rate hike of 25 basis points. In his press conference, Chair Powell said the recent failure of some regional banks could cause ripple effec ... Show More
42m 40s