Paul McCulley Breaks Down the CPI Report and Airbnb’s Big Quarter 2/14/23
Stocks closing well off their lows of the day even after a hotter-than-expected inflation report. Pimco’s former chief economist joins to dive into what the latest CPI print means for the Fed. Plus Ai...
14 Helmi 202343min
The $100B AI Question, and the Countdown to January CPI 2/13/23
Microsoft continues to rally as Alphabet struggles in the race for the crown in artificial intelligence. But can the recent dominance continue? Plus, markets jumped ahead of tomorrow’s CPI print. But ...
13 Helmi 202342min
End of the Risk-On Trade? And the Ad Winners at the Super Bowl 2/10/23
Shares of some of the year’s highest flyers coming back down to earth in a big way this week. So is this the end of the rally we’ve seen in the high tech, high growth names? Plus casino stocks surging...
10 Helmi 202322min
Lyft Plunges on Weak Guidance, and the Two Trades on Alphabet 2/9/23
Shares of Lyft dropping over 20% after its latest earnings report and guidance. Two traders have been long the stock – what they’re doing now. Plus shares of Alphabet on pace for their worst week sinc...
9 Helmi 202343min
Disney, Affirm and Robinhood on the Move After Earnings, Plus How to Trade Capri’s “Disaster” Quarter 2/8/23
Bob Iger presenting his first Disney earnings report since re-taking the reins at the entertainment giant. We dig in on the numbers from the latest results. Plus Michael Kors parent Capri Holdings plu...
8 Helmi 202344min
Stocks See-Saw Post Powell, and Waging War on Wealth 2/7/23
Major indexes closed near their highs of the day, after Fed chair Jerome Powell said he’s seeing signs of disinflation in the economy. But is this the green light the markets have been waiting for? Pl...
7 Helmi 202344min
What China’s Spy Balloon Means for U.S./Beijing Relations, and Pinterest’s CEO on Earnings 2/6/23
What we now know about the Chinese spy balloon shot down over the weekend, and what it could mean for relations between the U.S. and Beijing. Plus shares of Pinterest dropping after posting a big reve...
6 Helmi 202343min
Stocks Digest Hot Jobs Report, and Is the Energy Trade Out of Gas? 2/3/23
Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report...
3 Helmi 202322min
