Rates Rise and Homebuilders Sinks, Plus the MedTech Stock Getting Skinnier, Thanks to the Weight Loss Drug Boom 9/5/23

Rates Rise and Homebuilders Sinks, Plus the MedTech Stock Getting Skinnier, Thanks to the Weight Loss Drug Boom 9/5/23

Homebuilder stocks kick off the week on shaky foundation, as interest rates resume their march higher. What the moves say about the strength of the markets heading into fall. Plus one analyst downgrading shares of ResMed as the boom in weight loss drugs could lead to lower demand for sleep apnea devices. We look at the other side effects of people slimming down and the stocks that could get impacted.

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Episoder(2172)

U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26

U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26

Rates on the rise as investors question Warsh’s interest rate strategy. The traders break down what to expect from the next Fed meeting and what rising rates means for the economy. Then, oil prices di...

6 Aug 40min

What’s Next for the Consumer… And Metals and Materials Surge 8/5/26

What’s Next for the Consumer… And Metals and Materials Surge 8/5/26

The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior...

5 Aug 43min

SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26

SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26

SpaceX on the move in after-hours trading on the back of its first earnings report since going public. Can investors expect SpaceX to blast off, or will the aerospace giant sink even further below its...

4 Aug 43min

Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26

Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26

A market rally kicking off the week as major indexes trade at near all-time highs with software leading the gains. The traders break down what caused the historic trading day after weeks of mega-cap l...

3 Aug 43min

Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26

Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if th...

31 Jul 43min

Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26

Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflat...

30 Jul 44min

Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26

Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26

The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technolog...

29 Jul 43min

The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26

The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26

All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH ...

28 Jul 44min

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