The Market’s Final Hurdle… And Housing Sector Slump 5/22/25

The Market’s Final Hurdle… And Housing Sector Slump 5/22/25

Markets fading late in the session as investors digested President Trump’s tax bill passing in the House. Was it the final hurdle on the path to new highs? Where Morgan Stanley’s Mike Wilson sees stocks heading next and where he’s seeing the most opportunity. Plus, the housing sector slumping as April home sales drop to the slowest pace for that month since 2009. But could the spring market malaise be about to turn around?

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Episoder(2139)

AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26

AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26

An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses ...

22 Jun 43min

Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26

Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26

A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a gallon. Can consumers breathe a sigh of relief or w...

18 Jun 43min

An Overhaul of Fed Operations… And Terry Duffy Steps Down as CME Group CEO 6/17/26

An Overhaul of Fed Operations… And Terry Duffy Steps Down as CME Group CEO 6/17/26

U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conference, and the major overhaul coming to Fed operations...

18 Jun 43min

SpaceX Impact On The Rest Of Techy… And Will the Crypto Winter Thaw? 6/16/26

SpaceX Impact On The Rest Of Techy… And Will the Crypto Winter Thaw? 6/16/26

SpaceX continues to make history, shooting up 55% since its debut and overtaking Microsoft as the 4th largest U.S. company by market cap… but at what cost? The traders break down how the overwhelming ...

16 Jun 43min

Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26

Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26

A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect from a potential end to the war and how that impacts ...

15 Jun 43min

SpaceX IPO Soars in Trading Debut… And Looking Ahead to Warsh’s First Fed Meeting 6/12/26

SpaceX IPO Soars in Trading Debut… And Looking Ahead to Warsh’s First Fed Meeting 6/12/26

SpaceX’s public debut on the Nasdaq makes history, reaching over $2 trillion in market cap and minting Elon Musk as the world’s first trillionaire. Wedbush Securities Global head of tech research Dan ...

12 Jun 43min

Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26

Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26

Markets rally after Trump decides to cancel strikes against Iran, and says a peace deal is near. The latest out of the Middle East, and how the traders are positioning into the end of the week. And al...

11 Jun 43min

Markets Drop As Uncertainty Rises… And Oracle Reports Results 6/10/26

Markets Drop As Uncertainty Rises… And Oracle Reports Results 6/10/26

Stocks selling off as investors digest the latest developments out of the Middle East, and the highest inflation read in over three years. SMBC Americas’ Chief Economist Joe Lavorgna lays out his take...

10 Jun 43min

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