Episodios

  • September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24
    Aug 14 2024

    July’s consumer inflation read not matching the tenor of the cooler wholesale inflation print. Our panel of experts discusses whether that means a 50 basis point rate cut at the next Fed meeting is off the table. But whatever track the Fed takes Morgan Stanley says rate cuts will help REITs both on a macro level and on a fundamental one. Their head of Global Listed Real Assets lays out the names to buy now. Plus, Mars agreeing to buy Kellanova in one of the biggest deals the industry has ever seen, Elliott Management readies a proxy fight against Southwest, and we preview Macy’s, Tapestry, and Alibaba earnings.

    Más Menos
    44 m
  • Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24
    Aug 13 2024

    Starbucks shocking the business world today by ousting their CEO in favor of Chipotle’s chief executive Brian Niccol. We have Wall Street’s reaction, the bottom line for investors, and leadership lessons to take away. Plus, this morning’s wholesale inflation report came in lighter-than-expected, but is it enough to derail a rate hike from the Fed next month? And we’ll look at the price action in commodities as tensions in the Middle East ramp up.

    Más Menos
    44 m
  • Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24
    Aug 12 2024

    Markets are holding steady ahead of this week’s economic data, and our guest is looking at some names to find value in the market volatility. Plus, retail earnings ramp up with Home Depot results on deck tomorrow morning. We’ll speak with the analyst who forecast the slowdown in home renovations two years ago. And Nvidia is bouncing back from the recent sell-off. We’ll look at whether it’s too late to buy the stock.

    Más Menos
    44 m
  • Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24
    Aug 9 2024

    Stocks are struggling to end the week higher, as the Fed’s path toward rate cuts is getting a little murkier. We’ll look at how to position within the Magnificent 7 stocks and beyond. Plus, China’s inflation data suggesting more government stimulus may be needed there. Our guest is highlighting one catalyst that could jumpstart Chinese equities. And SweetGreen is surging after a big earnings beat and guidance hike. The CEO joins us in a “First on CNBC” interview with what’s driving growth in a tougher macro environment.

    Más Menos
    44 m
  • Health of the Consumer, Market Rally or Reversal?, Interactive Brokers’ Thomas Peterffy 8/8/24
    Aug 8 2024

    We have fresh data from Bank of America Institute, giving us a real-time picture of what's going in the economy. We’ll speak with the woman in charge about the health of the consumer. Plus, stocks are rallying on the back of new jobless claims data, but one of our market guests warns it could be a head fake. And Interactive Brokers Chairman Thomas Peterffy joins us with a first look at demand for the company’s new event contract business.

    Más Menos
    44 m
  • One-on-one with Jamie Dimon 8/7/24
    Aug 7 2024

    The S&P Bank ETF is on track for its worst month since last March amid the regional bank crisis, but JPMorgan is only 7% away from last month’s record high. Our Leslie Picker sits down with JPMorgan Chase CEO Jamie Dimon to talk about the business, the Fed, the economy, the markets, politics, and much more.

    Más Menos
    46 m
  • Sell-off Overdone?, Buy the Tech Dip?, Disney Price Hikes 8/6/24
    Aug 6 2024

    Stocks are rebounding from yesterday’s sell-off. We’ll debate whether the growth scare is overdone or if it’s the beginning of a bigger pullback. Plus, is it time to buy the dip on tech stocks? Our market guest thinks so and has the names he’s buying at these levels. And Disney is raising prices on its streaming services. We’ll look at whether it can get the stock out of its recent rut.

    Más Menos
    44 m
  • Market Sell-off, WaFd Bank CEO
    Aug 5 2024

    Stocks are selling off to start the week amid growing concerns of a recession. We have team coverage tracking the Fed’s path forward, the plunge in treasury yields, and the drop in mortgage rates. Plus, WaFd CEO weighs in on the strength of the consumer and state of loan demand. And mega-cap tech stocks are erasing trillions of dollars’ worth of market cap. We’ll put the sell-off in perspective.

    Más Menos
    47 m