The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome Powell , perhaps because he…
The S & P 500 is riding back-to-back winning weeks into an important stretch of retail earnings and a much-anticipated Federal Reserve retreat. Indeed, Fed Chairman Jerome Powell’s keynote address and a trio of Club earnings reports are the biggest events on our radar in the week ahead. Outside the portfolio, Walmart also reports, and…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching and what’s on the radar for the next session. The Nasdaq Composite The tech-heavy Nasdaq…
When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name Nvidia would be grounded by…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the S & P 500 logged a third straight losing day and what’s on…
Investors are going to need some of their concerns around trade or inflation to lift in order for the stock market to rally again. Stocks haven’t moved much since the start of the year. Even with an onslaught of policy developments and fears of sticky inflation rocking the market in 2025, a healthy economy underpinning…
The interest rate outlook will come back into focus next week with key inflation data and Federal Reserve meeting minutes coming out ahead of Thanksgiving, as investors wrap up a major month for markets following President-elect Donald Trump’s election victory. The October personal consumption expenditure (PCE) price index set to release Wednesday could dent already-dimming…
My top 10 things to watch Friday, Nov. 22 1. Sellers were active yesterday in some of Club name Nvidia ‘s biggest customers, the hyperscalers that run a bunch of data centers. Does that continue as it dawns on people that there will be no price concessions on Nvidia’s next-gen AI chip platform Blackwell because…