The Big Bank Breakdown, and How the Biden Budget Is Going After Investment Gains 3/9/23
Silicon Valley Bank plunging more than 60% today as the rapid rise in interest rates wreaked havoc on its bond portfolios. But is this company’s trouble a sign of deeper concerns in the financial indu...
9 Mar 202343min
The Most Important Jobs Report of the Year…Really! 3/8/23
We’re counting down to Friday’s employment report, which could give investors clues as to how aggressive the Fed could be with its next rate hikes. What can we expect, and how much will the data move ...
8 Mar 202343min
End of the Bear Market Rally? And the Next Frontier in Weight Loss Drugs 3/7/23
Stocks plunged Tuesday after Fed Chair Jerome Powell suggested the central bank would keep rates higher for longer. So have markets finally come to terms with what the Fed’s been trying to tell us? Pl...
7 Mar 202343min
Countdown to Powell Testimony and the Stocks That Are “So Bad They’re Good” 3/6/23
Stocks fading fast into the close ahead of tomorrow’s testimony by the Fed Chair before the House Financial Services Committee. So should investors expect Powell to give markets a boost when he takes ...
6 Mar 202343min
Stocks Surge to End Week, and a Mega Week for Meta 3/3/23
Stocks rose sharply on Friday, with major indexes ending multi-week losing streaks, as bond yields fell below 4% again. But can the strength continue? Plus from the metaverse to artificial intelligenc...
3 Mar 202322min
The Big Disconnect Between Stocks and Bonds, and Earnings from Broadcom & Nordstrom 3/2/23
Treasury yields continued their march higher today, and it’s having an impact on everything from car loans to corporate borrowing. But why are stocks rising even as credit costs rise? We try to find s...
2 Mar 202344min
Tesla Kicks Off Investor Day, and Salesforce Surges Post-Earnings 3/1/23
Investors keyed in to Elon Musk and his big reveal at Tesla’s investor day, but will it be a “sell the news” kind of event? The traders weigh in. Plus a big after-hours jump in shares of Salesforce af...
1 Mar 202344min
China Goes Prime Time on Capitol Hill, and 3 Things Determining How the Economy Lands 2/28/23
A new House committee holding a prime time hearing tonight to examine the “communist threat” posed by China. What they’re looking at, and what it means for companies doing business with Beijing. Plus ...
28 Feb 202344min
