Stocks failed to hold an early rally in an up-and-down session, with the Dow giving up most of its earlier 335 point gain. Julian Emanuel from Evercore ISI and Nancy Tengler from Laffer Tengler break down how they are approaching this uncertain trading environment. Meantime Apple kicked off its Worldwide Developers Conference at its California headquarters. Wedbush’s Dan Ives and Colin Gillis from Chatham Road discuss the biggest announcements, including new software and hardware products. And t...
Jun 06, 2022•43 min
It was another volatile day on Wall Street. Can stocks manage to overcome a Hawkish fed and tough talk around the state of the economy? Trivariate’s Adam Parker breaks down what he is watching as we wrap up the week. Plus, Snowflake scored an initiation at Raymond James despite a big downturn this year. The analyst behind that call makes his case. And Mike Santoli is reflecting on what we learned this week in his Last Word. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com fo...
Jun 03, 2022•44 min
Stocks sinking and closing lower for the week despite a stronger than expected May jobs report, which sparked new concerns about interest rate hikes. Neuberger Berman’s Joe Amato and Ariel’s Charlie Bobrinskoy discuss the sell off and whether they are buying the dip. KKR Global Head of Macro & Asset Allocation Henry McVey is cautious on the market, but he reveals where he sees pockets of buying opportunities. And Foot Locker CEO Richard Johnson discusses how inflation and supply challenges a...
Jun 03, 2022•52 min
Stocks continued to bounce in today’s session, despite hawkish Fed speak … but how long can the resiliency really last? Hightower’s Stephanie Link gives her expert take. Plus, instant analysis to Lululemon and Crowdstrike earnings results. And, Mike Santoli with his “Last Word” on what the market is “wishing and waiting” for ahead of tomorrow’s key jobs data. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for ad...
Jun 02, 2022•44 min
Stocks staging a huge comeback on Wall Street. The Dow swinging 700 points to snap a 2-day losing streak, despite new concerns about rising interest rates. Fed Vice Chair Lael Brainard says it's hard to see a case for pausing rate hikes in September. Fmr. PIMCO Chief Economist Paul McCulley & Ally Chief Markets & Money Strategist Lindsey Bell discuss what that could mean for the market and the economy. Microsoft lowering its guidance because of the strong dollar. Jefferies Brent Thill re...
Jun 02, 2022•44 min
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 01, 2022•47 min
Another wild trading day on Wall Street with the Dow swinging nearly 700 points. The market coming off the lows of the session after a Federal Reserve report showed new signs that inflation may be easing. JPMorgan Asset Management's Phil Camporeale discusses whether that's a bullish sign for investors. Citi Private Bank Global Head Ida Liu reveals where high net worth investors are putting their money. Rosenblatt's Barton Crockett reacts to Meta COO Sheryl Sandberg stepping down. And solar stock...
Jun 01, 2022•43 min
How long can the rally keep going? Eric Johnston from Cantor Fitzgerald explains why the backdrop for equities is “very unfavorable.” Plus, Dan Ives from Wedbush Securities gives his instant reaction and analysis to Salesforce’s earnings results. And, Michael Santoli “can’t hardly wait” for his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 31, 2022•44 min
Stocks falling on the last trading day of May, which has been a wild month of trading. CME Group Chairman & CEO Terry Duffy discusses the volatility in the stock, bond and commodity markets and what that means for his exchange's bottom line. Oil prices initially rallying, but gave back most of those gains on a report that OPEC may suspend Russia from its oil production deal. RBC Capital Markets' Helima Croft weighs in on what that will do for oil prices while Eurasia President Ian Bremmer lo...
May 31, 2022•43 min
Dow and S&P 500 post their best week since November 2020. Adam Parker from Trivariate Research, Shannon Saccocia from SVB Private, and Dan Greenhaus from Solus Alternative Asset Managment discuss whether or not this rally can last. Plus, the Nasdaq is up 10% since its intraday low last Friday. Can the bounce be trusted? And, Michael Santoli’s “Last Word” is “half-full.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of perso...
May 27, 2022•44 min
Stocks staging a big rally ahead of the long holiday weekend. The Dow snapping an 8-week losing streak and the S&P 500 and Nasdaq ending 7-week losing streaks. Ironsides Macroeconomics Barry Knapp discusses whether the market has bottomed following a new report showing inflation is slowing, but Interactive Brokers' Steve Sosnick thinks there could be more downside. Investor Eric Jackson reveals the three tech stocks he says are too cheap to ignore. Charter Equity Research's Ed Snyder discuss...
May 27, 2022•43 min
How much is inflation eating into retail profits? Stephanie Link from Hightower reacts to earnings reports from Ulta, Gap, and Costco. Plus, value investor Scott Black from Delphi Management says stocks might be “slightly overvalued.” And, Michael Santoli “Rates the Rally” in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 26, 2022•44 min
The major averages added to big gains on the week, with the Nasdaq seeing the biggest jump, climbing by 2.7%. Alli McCartney from UBS and Jim Bianco from Bianco Research debate if the comeback rally can be trusted. Retail expert Dana Telsey breaks down more big moves in the space and the action in higher-end versus lower-end names. Redfin CEO Glenn Kelman weighs in on the fast-changing housing market, as rising rates drive up mortgage costs. And Chinese internet stocks got a lift on positive res...
May 26, 2022•43 min
Twitter holds its annual shareholder meeting. Alex Kantrowitz from Big Technology and Casey Newton from Platformer highlight the key takeaways. Plus, shares of Nvidia sink in extended trading after reporting weaker-than-expected Q2 guidance. Josh Brown from Ritholtz Wealth Management and Bryn Talkington from Requisite Capital Management react to the numbers. And, Michael Santoli’s “Last Word” is “Saved by the Bond.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for inform...
May 25, 2022•47 min
Stocks finished the day broadly higher, with momentum picking up late in the session following the release of the Fed minutes before cooling a bit ahead of the close. Richard Bernstein from Richard Bernstein Advisors breaks down the inflation outlook and where he recommends putting money to work. Investment banker Ken Moelis discusses whether or not he thinks the US is heading for a recession, and what it means for the deal-making environment. And analyst Mark Mahaney breaks down the big highlig...
May 25, 2022•44 min
Dow closes positive after being down 515-points at session lows. Professor Jeremy Siegel from Wharton School weighs in on the market volatility. Plus,star venture capitalist Rick Heitzmann from First Mark Capital talks about the next shoe to drop in the social media stock sell-off. And, Michael Santoli looks at “lines in the sand” in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising...
May 24, 2022•47 min
The Dow clawed back from a more than 500 point drop to close in the green, but a profit warning from Snap kept tech stocks suppressed. Analysts Michael Nathanson and Rohit Kulkarni discuss the huge drop for the social media firms and the read-through for the whole advertising market. Nancy Tengler from Laffer Tengler, Sandy Pomeroy from Neuberger Berman and Stephanie Link from Hightower open up their playbooks as the market volatility rolls on. And retail expert Gerald Storch explains why a revo...
May 24, 2022•44 min
Dow and S&P 500 climb nearly 2%, but can investors trust the rally? Liz Young from SoFi weighs in. Plus, Pete Najarian joins to talk about whether it is time to buy financials or not. And, Michael Santoli’s “Last Word” is “déjà vu.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 23, 2022•44 min
Stocks staging a big rally on Wall Street as investors go bargain shopping following an 8-week losing streak. Fundstrat’s Tom Lee weighs in on today's rally and whether the market may have more room to run higher. Bank of America’s Jill Carey-Hall explains why recession risks may already be priced into small cap stocks. Tusk Ventures CEO Bradley Tusk explains why he blames venture capital firms for the terrible year tech stocks have had. And Take-Two Interactive completing its acquisition of Zyn...
May 23, 2022•43 min
The Dow posts its eighth-straight week of declines for the first time since 1923. Jim Cramer weighs in on the volatile week for stocks. Plus, Mark Newton from Fundstrat Global Advisors outlines key metrics to watch when looking for a market bottom. And, Dan Ives from Wedbush explains why Apple is still his top stock pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 20, 2022•44 min
Stocks storming back in the final hour of trading. The Dow was down 617 points at session lows, but ended the day in positive territory, although it did fall for the 8th straight week, the longest losing streak since the 1920s. Truist's Keith Lerner and JMP Securities' Mark Lehmann discuss whether the recent sell off is a tremendous buying opportunity for long-term investors. Doug Ostrover, the CEO of alternative asset manager Blue Owl, reveals where he sees opportunities in this volatile market...
May 20, 2022•53 min
Are markets close to a bottom? Avery Sheffield from VantageRock weighs in. Plus, Eric Jackson from EMJ Capital says it’s time to buy some of the “Cathie Wood” growth stocks. And, Michael Santoli tracks Apple’s moves in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 19, 2022•44 min
It was another volatile trading session on Wall Street the day after the biggest one-day sell off since 2020. The Dow was down nearly 500 points, but cut those losses in half. National Economic Council Director Brian Deese discusses the recent market volatility and the impact inflation and recession fears are having on the economy. Cantor Fitzgerald's Eric Johnston explains why he just turned bearish on the market again after recently calling for a short term rally, but RBC Capital Markets’ Lori...
May 19, 2022•43 min
Stocks close near session lows. Scott Minerd from Guggenheim Partners explains why a recession is more likely in 2023 than 2022. Plus, Larry Cordisco from the Osterweis Growth & Income Fund makes the bullish case for tech. And, Michael Santoli takes a closer look at the day’s sell-off in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 18, 2022•47 min
Stocks fell sharply on Wednesday, driven lower by renewed fears about the consumer after Target missed quarterly earnings results. Mohamed El-Erian from Allianz explains why the selloff represents a new phase in the market downturn. Gene Munster from Loup looks at the pain in big tech, as the Nasdaq sheds more than 4.5%. Bespoke’s Paul Hickey and CFRA’s Arun Sundaram break down the disastrous move for Target and what it says about the rest of retail. Meantime the Dow Transports index turned in i...
May 18, 2022•1 hr
BMO Capital Markets updates its market outlook. Brian Belski, the firm’s Chief Investment Strategist, explains why he lowered his S&P 500 year-end target. Plus, Mike Mayo from Wells Fargo Securities makes the bull case for Citigroup. And, Michael Santoli takes a closer look at “pain” for his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 17, 2022•44 min
Stocks rallying as investors go bargain shopping following the recent sell off. Walmart one of the few members of the Dow under pressure after an earnings miss, but fellow retailer and Dow stock Home Depot reporting strong results. Evercore ISI's Greg Melich discusses whether Walmart's earnings miss is the canary in the coal mine for retail stocks and The Luethold Group's Jim Paulsen explains why he likes consumer discretionary stocks, which have been hit hard this year amid fears about inflatio...
May 17, 2022•43 min
Is a bear market bounce on the horizon? Greg Branch from Veritas Financial Group weighs in. Plus, Marc Lasry from Avenue Capital says his base case is a “recession.” And, what type of recession could potentially come? Michael Santoli takes a deep dive into that question in this “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 16, 2022•44 min
It was another volatile day of trading with the Dow swinging nearly 600 points. Tech stocks dragging down the Nasdaq. Wells Fargo Investment Institute's Darrell Cronk thinks we may not yet be at a market bottom and says investors should be cautious about any near-term rallies. Deutsche Bank's Peter Hooper and Rosenberg Research's David Rosenberg debate whether a recession is looming on the horizon. Elon Musk says his deal to buy Twitter is "not out of the question", but at a lower price. Wedbush...
May 16, 2022•43 min
Dan Ives from Wedbush Securities explains why this is a “generational buying opportunity” for tech. Plus, will Elon Musk back out of his bid for Twitter? Casey Newton from Platformer weighs in. And, Michael Santoli searches for clues in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 13, 2022•44 min
