My top 10 things to watch Wednesday, April 9 1. Supply chain issues and tariffs: What goods may not be shipped? Can we afford tariffs on key imports from China? Those are big questions facing American consumers and financial markets. 2. President Donald Trump’s country-specific tariffs, including 104% levies on Chinese goods, went into effect…
Top 10 things to watch Tuesday, Feb. 11 — Club Director of Portfolio Analysis Jeff Marks wrote this story. 1. Stocks were heading for a lower open Tuesday. The decline follows solid gains for the S & P 500 and Nasdaq in the prior session. The 10-year Treasury yield and oil traded higher as the…
Inflation readings next week will have to show that the rosy macroeconomic outlook underpinning the bull case for stocks remains intact, in order to reassure a whipsawed market swinging between the latest earnings news and the latest tariff updates. Wall Street is in for a quieter economic calendar in the week ahead, but investors will…
My top 10 things to watch Friday, Dec. 13 1. Insatiable demand for AI computing from all hyperscalers, including Apple . That’s the takeaway from Club holding Broadcom’s earnings report, which has shares soaring more than 17%. CEO Hock Tan estimated its “serviceable addressable market” for AI is $60 billion to $90 billion by 2027….
My top 10 things to watch Tuesday, Nov. 26 1. The outgoing Biden administration proposed a rule that would expand access to obesity drugs for millions of Americans enrolled in Medicare and Medicaid. If implemented, that would be great news for Eli Lilly , a longtime Club name we bought more of on Monday. Shares…
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. Wall Street was mixed Monday, the day before Election Day. There’s also a two-day Fed meeting this week. The market expects an interest rate cut of 25 basis points on…
A split or united government coming out of a consequential U.S. presidential election next week could hold the key to how stocks perform going forward. The Nov. 5th election is set to remove a critical overhang for markets, which have had trouble pricing in a victory for either former President Donald Trump or Vice President…