Closing Bell

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Stocks fall, Midterm Impact on Markets, Crypto Chaos, Debating Disney 11/9/22 Nov 09, 2022

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Stocks fell in Wednesday trading as Disney’s post-earnings drop weighed on the Dow and more crypto concerns hit sentiment. Bank of America’s Jessica Ehrlich discusses Disney’s plunge and if she recommends buying the dip. Jimmy Pethokoukis from the American Enterprise Institute weighs in on the market implications from the midterms. The CEO of Levi talks about a c-suite change at the company. Plus real estate titan Howard Lorber on housing demand, the latest on Binance-FTX, and the impact of Meta’s layoffs. 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: Debating the Rally 11/8/22 Nov 08, 2022

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It was another up day for stocks amid questions about how long this move can continue. Virtus’ Joe Terranova gives his take. Plus, Fundstat’s Mark Newton is breaking down the key levels to watch ahead of CPI. And, some big drama brewing in the crypto space. Bryn Talkington of Requisite Capital weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wild Ride, Crypto Crash & Cloudy Days Ahead? 11/8/22 Nov 08, 2022

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Wall Street taking investors on a wild ride. The Dow had been up 500 points amid investor optimism over the midterm elections, but gave back some of those gains following a crash in cryptocurrencies. Crypto exchange Binance rocking the crypto world by announcing plans to buy rival FTX's non-U.S. business. Mizuho's Dan Dolev discusses why that could be very bad news for Coinbase. Morgan Stanley Chief U.S. Equity Strategist Mike Wilson says the market could get a post-midterm election pop, but thinks that rally will likely be unsustainable. Find out what it will take for the bear market to end. iCapital Chief Investment Strategist Anastasia Amoroso sees rising odds of a year-end rally, but is concerned recession risks are not fully priced into the market. Sunpower CEO Peter Faricy discusses his company's strong earnings and whether a potential Republican win in the midterms could signal cloudy days ahead for solar stocks. And Kimberly Clark CEO Michael Hsu on how the consumer products company is handling rising inflation and its impact on consumers. 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: Weighing Market Resiliency 11/7/22 Nov 07, 2022

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The market rallying despite a series of serious risks. Can stocks find some traction for an end of year bounce? Trivariate’s Adam Parker gives his forecast. Plus, Lyft reported results in Overtime. EMJ’s Eric Jackson gives his expert take as a former shareholder. And, Mike Santoli looks ahead to the midterm elections and what it might mean for Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rally On, Apple's Warning & Midterms And Your Money 11/7/22 Nov 07, 2022

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Stocks rallying ahead of Tuesday's midterm elections as investors shrugged off an iPhone shipment warning from Apple caused by China's Covid lockdowns. Bridgewater Chief Investment Strategist Rebecca Patterson, whose fund is up big this year, isn't buying this rally. She discusses why this could just be a bear market bounce. Blueshirt Group Managing Director Gary Dvorchak, who advises companies in Asia seeking to IPO in the U.S., discusses the risks vs. rewards of investing in China right now in the wake of Apple's warning. Citi's Scott Chronert and Wells Fargo's Michael Pugliese unveil their playbooks for how you should be investing in the wake of tomorrow's midterm election. And MKM Partners' Rohit Kulkarni reacts to reports of massive job cuts at Meta and what that means for the stock. 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: The Road Ahead for Risk 11/4/22 Nov 04, 2022

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Is the trading environment getting worse as many suggest or does today’s hot jobs report mean the economy might actually be able to withstand the interest rate onslaught from the Fed. Solus’ Dan Greenhaus gives his forecast. Plus, Vantage Rock’s Avery Sheffield breaks out her inflation playbook. She breaks down the parts of the market she thinks could thrive in this uncertain environment. And, Ed Yardeni is making a bold call on stocks and what might be in store for the rest of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobs Jolt, Growth Stock Warning & Pricing In A GOP Win 11/4/22 Nov 04, 2022

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Stocks rallying on Wall Street following the stronger than expected October jobs report, but the major averages all closed the week in the red. Investors were somewhat encouraged that the unemployment rate increased to 3.7%, which could help convince the Fed to slow its pace of rate hikes. The leisure and hospitality sector seeing gains of 35,000 jobs. Marriott CEO Tony Capuano discusses those gains and whether he sees any signs the red hot travel sector is slowing down. Strategas' Dan Clifton says the market is now pricing in a GOP win in the midterm election next week. He discusses how you should position your portfolio depending on who controls Congress. Bespoke's Paul Hickey explains why he sees major red flags for growth stocks right now. And Deputy Treasury Secretary Wally Capuano discusses his imminent trip to Europe to discuss additional sanctions against Russia with U.S. allies. 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: Trading the Fed Reckoning 11/3/22 Nov 03, 2022

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Stocks struggled with another blast from a hawkish fed … so what’s next for the broad market? Hightower’s Stephanie Link gives her take. Plus, Cantor’s Eric Johnston is changing his tune on the market after turning tactically bullish just one month ago. And, instant analysis to PayPal and Block’s quarterly reports. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Slump, Oil Windfall Tax Threat & Fmr. Fed Vice Chair's Interest Rate Prediction 11/3/22 Nov 03, 2022

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Stocks staging a steep sell off at the open after the Federal Reserve signaled an interest rate pivot is not on the horizon, but the market closed well off the lows of the session. Former Fed Vice Chair Richard Clarida weighs in on how high he thinks interest rates will rise and why he thinks the Fed won't pause until at least March. JPMorgan Asset Management's Meera Pandit on whether the market could sell off again tomorrow if the October jobs report comes in stronger than expected. Energy Secretary Jennifer Granholm on whether President Biden's threat to impose a windfall tax on oil companies has any chance of passing Congress. Under Armour Founder Kevin Plank & Interim CEO Colin Browne discuss the company's stronger than expected earnings and whether they see any signs of slowing consumer spending. And Zoetis CEO Kristin Peck discusses the animal health company's weak earnings and guidance and how veterinary labor challenges are impacting her company. 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: Post-Powell Sell-Off 11/2/22 Nov 02, 2022

Show notes

Fed Chair Powell says the tightening campaign still has “a ways to go” even if the pace of rate hikes slows. Stocks fell and yields jumped as investors back away from bets on an eventual fed pivot. Ritholtz Wealth Management’s Josh Brown and Schwab’s Liz Ann Sonders give their takes. Plus, Qualcomm shareholder Jason Snipe reacts to that company’s quarterly report. And – the headliner of the hour – DoubleLine’s Jeffrey Gundlach gives his first reaction to the Fed, Powell’s press conference and the market’s big turn lower. 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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