America's stock market is getting more and more volatile. The AI dream machine is sputtering, the Fed has misplaced its magic wand, and even the tech titans look like they’ve misplaced their capes. With investors this twitchy, a single factory-orders print could send Wall Street either sprinting for the exits or inventing a new bubble before lunch.
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Nov 19
The AI Trade's Moment of Truth
<p>For much of this year, investors have treated artificial intelligence as a kind of all-purpose upgrade: something that could smooth over worries, simplify business stories and make almost any company, from chipmakers to delivery-app operators, seem poised for extraordinary gro ... Show More
4m 28s
Aug 25
The Week in Markets: Two milestones in the US stock market, and one in China’s
Recent comments from Federal Reserve Chairman Powell suggest potential interest rate cuts, beginning in September. Meanwhile, the S&P 500 index has returned 30% since its April low, and the Dow Jones Industrials Average made a new high for the first time this year. The Shanghai C ... Show More
12m 27s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
Sep 8
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Dec 2024
Stocks lifted by China’s policy stimulus signals
<p>Chinese officials’ pledges to provide bolder support for economic growth are fuelling a rally in shares related to Chinese consumption, Chinese real estate, and Asian mining stocks. China beneficiaries in Europe also posted strong gains yesterday. Meanwhile, US equity markets ... Show More
10m 54s