Closing Bell

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Closing Bell Overtime: Pivotal Point for the Rally? 1/17/23 Jan 17, 2023

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The market is at a pivotal point just as earnings season is getting ready to heat up. But can recent resiliency in stocks really last? Liz Young of Sofi weighs in. Plus, top technician Jonathan Krinsky is flagging two charts that he says are going to head in opposite directions. And, Moderna reported positive news from its RSV vaccine trial. Steve Weiss – a Moderna shareholder – gives his instant reaction. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs weighs on the Dow, HP CEO on China supply chain, Williams-Sonoma CEO on the consumer 1/17/23 Jan 17, 2023

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It was a mixed session for the major averages as Goldman Sachs weighed on the Dow, while the Nasdaq moved between gains and losses. CFRA’s Ken Leon discusses Goldman’s earnings, along with Morgan Stanley results and his outlook for the rest of the banks. Sara Eisen sits down the CEOs of HP and Williams-Sonoma at the World Economic Forum in Davos, to discuss their views on the economy, the consumer, China’s reopening, and the supply chain. Amit Daryanani from Evercore ISI joins to break down his bullish call on Apple. Plus the latest on a big drop for Travelers and Ryan Cohen’s new activist campaign. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: Will Earnings Drive or Derail the Rally? 1/13/23 Jan 13, 2023

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Earnings season is about the heat up. But, will it extend this early-year rally in stocks or derail it? Anastasia Amoroso of iCapital gives her take. Plus, 5-star stock picks from Capital Wealth Planning’s Kevin Simpson. He explains the big moves he’s making in his portfolio. And, Tesla shareholder Bryn Talkington of Requisite Capital gives her take on the slide in auto stocks amid pricing problems from the EV maker. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell: Bank of America CEO on Earnings, Wells Fargo CFO Weighs In, Defense Downgrade 1/13/23 Jan 13, 2023

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Stocks made an impressive comeback throughout the session after opening lower following big bank earnings. Bank of America CEO Brian Moynihan joins exclusively with his thoughts on the investment banking landscape, the possibility of a recession, and the state of the consumer. Sara also speaks with Wells Fargo’s CFO Mike Santomassimo for a look inside his quarter and the bank’s moves in the mortgage market. Plus the latest on Tesla, a tech warning, and Goldman Sachs analyst Noah Poponak on why he’s turning bearish on some defense names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: Time to Get More Positive on Stocks? 1/12/23 Jan 12, 2023

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Another CPI report shows that inflation is cooling … and the Fed is still talking tough. So what’s next for stocks? Charles Schwab’s Liz Ann Sonders gives her take. Plus, Wells Fargo’s Mike Mayo breaks down what investors should be watching from big bank earnings. And, Solus’ Dan Greenhaus gives his forecast for earnings season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rare Interview with Nike CEO, Peltz Takes on Disney, Looking Ahead to Bank Earnings 1/12/23 Jan 12, 2023

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Stocks rallied for a third-straight session after December inflation numbers showed a cooldown from the previous month. Holly Newman Kroft from Neuberger Berman discusses the CPI print and her take on the Fed’s strategy and market impact. Disney shares rallied after billionaire Nelson Peltz launched a fight to gain a board seat at the company. Analyst Peter Supino explains why he thinks Peltz’s ideas for Disney are “reasonable and collaborative.” Meantime Sara sits down for a rare interview with Nike CEO John Donahoe, where he gives his read on inflation and the strength of the consumer in America and China. Donahoe also discusses the decision to part ways with NBA star Kyrie Irving late last year. Plus the latest on chips, the banks, and crypto’s comeback. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: Bracing for a Big Moment of Truth? 1/11/23 Jan 11, 2023

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The critical CPI report hits tomorrow morning – so how might stocks react? Ritholtz Wealth Management Josh Brown gives his prediction. Plus, shares of Disney on the move in Overtime on the news that Nike Executive Chairman Mark Parker will be named Chairman of Disney and Nelson Peltz is seeking a seat on Disney’s board. Market expert Mike Santoli gives his instant reaction to Disney and what he’s expecting from CPI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Jump, Inflation Nation & Strong Foundation 1/11/23 Jan 11, 2023

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Stocks rallying ahead of Thursday's key inflation data. Investors betting inflation will continue to show signs of slowing. The Shelter Index was the largest contributor to inflation in November, but Zelman & Associates Director of Research Dennis McGill says he thinks rent prices are finally peaking. Kroger Chairman & CEO Rodney McMullen says food prices are holding steady, but believes there will be some moderation later this year. He also discusses how high prices are impacting consumer spending behaviors. JPMorgan Asset Management's Phil Camporeale says he is skeptical about the recent market rally and explains why he thinks bonds look more attractive than stocks. Beauty store retailer Ulta hitting another all-time high. D.A. Davidson's Michael Baker says this stock can keep rallying and be a strong foundation for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: Is Momentum Building? 1/10/23 Jan 10, 2023

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Can stocks keep this momentum going and build on the January gains as CPI looms later in the week? Joe Terranova of Virtus Investment Partners gives his take. Plus, three top stocks to play the China re-opening. And, Doubleline’s Jeffrey Gundlach holding his first webcast of the year. Market expert Mike Santoli gives his instant reaction to the biggest headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Late-Day Pop, The Case for Coinbase, World Bank’s Warning 1/10/23 Jan 10, 2023

Show notes

Stocks gained steam in the final hour of trading, with the Nasdaq seeing the biggest gains. Former PIMCO Chief Economist Paul McCulley discusses the latest signals from Fed officials, including Chair Powell, and his outlook for inflation ahead of Thursday’s CPI report. Coinbase was a major winner after announcing a new round of layoffs. Richard Repetto from Piper Sandler makes the case for more upside in the crypto exchange. Meantime the World Bank released a fresh outlook for global growth, showing a sharp reduction from its last forecast. World Bank President David Malpass joins to break down that report. Plus the latest on airlines, Microsoft, and a potential healthcare deal for CVS. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Closing Bell

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