Closing Bell

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Closing Bell: Struggling for direction, Stealth catalyst, SoFi stands out 9/14/22 Sep 14, 2022

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It was a choppy session on Wall Street following Tuesday’s major selloff, with stocks wavering between gains and losses. Bridgewater’s Rebecca Patterson joins with her outlook for the US relative to the rest of the world. Chris Harvey from Wells Fargo and Jim Paulsen from The Leuthold Group make the bull case for equities. An expert explains why Moderna’s talks with China could present a stealth catalyst for the whole market. And the analyst who just upgraded SoFi breaks down how student loans and the NFL could help 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: Dow Drops 1,200+ on CPI Report 9/13/22 Sep 13, 2022

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It was a major sell-off day on Wall Street with the Dow falling early 4% and the Nasdaq plunging more than 5%. Virtus’ Joe Terranova gives his reaction and trading advice. Plus, Scott Wapner caught up with Doubleline’s Jeffrey Gundlach about his investment strategy. Plus, the one part of the market Gundlach sees as being a “gimmick.” 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: Stocks suffer worst day since 2020 as hot inflation cools market 9/13/22 Sep 13, 2022

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A surprisingly hot inflation print sent the major averages plummeting on Tuesday, with the Dow, S&P 500 and Nasdaq posting their worst session since the early days of the pandemic. David Zervos from Jefferies, Anastasia Amoroso from iCapital, and Richard Bernstein from Richard Bernstein Advisors discuss the implications for the Fed’s rate hike timeline. Dan Niles breaks down the trade in hard-hit tech, and explains why he thinks inflation will remain higher for longer than most people think. And the CEO of Wingstop talks about rising food costs, which jumped by the most since 1979. 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: Countdown to CPI 9/12/22 Sep 12, 2022

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It’s a moment of truth for the market as we await tomorrow’s CPI report. So, what should investors expect? NewEdge’s Cameron Dawson gives her take. Plus, Strategas’ Jason Trennert reveals the key market indicator that investors need to pay more attention to. And, SL Green and Chef Daniel Boulud are cooking up a new venture. All the details are explained in Overtime. 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: Stocks climb ahead of inflation data, FTX US President on Ethereum merge, Billionaire VC’s Best Ideas 9/12/22 Sep 12, 2022

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Stocks rose ahead of Tuesday’s key inflation reading – with the major averages building on last week’s gains. Former Fed Vice Chair Roger Ferguson weighs in with his expectations for the CPI report and what it means for the Fed’s rate hike timeline. Meantime Bitcoin got another boost, adding to recent strength. The president of FTX US weighs in on that move, plus a report that Fidelity is considering Bitcoin trading on its platform, and the long awaited Ethereum network upgrade. And legendary venture capitalist Vinod Khosla discusses this year’s rough IPO market and where he’s looking for investing opportunities now. 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: Inside Risk-Reward 9/9/22 Sep 09, 2022

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Is the risk-reward for stocks improving despite some bearish commentary from Scott Minerd? Charles Schwab’s Liz Ann Sonders gives her take. Plus, top technician Mark Newton breaks down the charts and reveals the sectors he is betting on as we head into the end of the year. And, Bank of America’s Marci McGregor reveals her recession playbook. 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: 3-Day Win Streak, Fed Up & Tapestry CEO on Luxury Spending 9/9/22 Sep 09, 2022

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Stocks staging a big rally to cap a 3-day win streak and help the major averages snap a 3-week losing streak as investors get less skittish about the potential for another 75 point interest rate hike by the Federal Reserve. Former Council of Economic Advisers Chairman Austan Goolsbee says he's worried the Fed could cause a recession if it continues to raise interest rates. Evercore ISI's Mark Mahaney discusses today's tech rally and the two stocks he thinks are cheap right now. Morgan Stanley's Jim Lacamp is skeptical about this week's gains and reveals his top short ideas. Tapestry CEO Joanne Crevoiserat discusses the outlook for luxury spending and whether the company has pricing power in this environment. And Kroger CEO Rodney McMullen on the grocer's big earnings beat and whether inflation is prompting consumers to trade down to the company's private label brands. 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: Minerd’s Big Market Warning 9/8/22 Sep 08, 2022

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Star investor Scott Minerd says markets are in for a 20% drop by mid-October. He makes his case, exclusively, in Overtime. Plus, Rich Bernstein explains why he sees a new growth sector developing. And, a late-day trade alert from Capital Wealth’s Kevin Simpson. He reveals why he is now getting back in on a big cap tech 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: Stocks Seesaw, Trusting the Fed & Crocs CEO on Consumer Spending 9/8/22 Sep 08, 2022

Show notes

A volatile session on Wall Street after Fed Chairman Jay Powell reiterated the Fed will do whatever it takes to tame inflation and suggested a pivot to cutting rates is not on the table. Lazard CEO of Financial Advisory Peter Orszag discusses the impact the Fed's rate hikes are having on the economy and market and whether the central bank can tame inflation without causing a recession. Plus, he explains why he thinks the European Central Bank made a mistake by raising interest rates by 75 basis points today. Clocktower Chief Strategist Marko Papic says you can't trust what the Fed is saying and explains why he thinks there will be a pivot once inflation peaks. Becton Dickinson CEO Tom Polen discusses his company's Monkey Pox tests, whether consumers are still buying COVID tests with transmission rates on the decline and if his company is still facing supply chain challenges. And Crocs CEO Andrew Rees discusses the state of consumer spending and whether inflation is impacting sales. 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 Today’s Bounce 9/7/22 Sep 07, 2022

Show notes

Did the Fed’s Lael Brainard just open the door – ever so slightly – for an end to the rate hikes and the beginning of a bigger rally? Bryn Talkington of Requisite Capital gives her take. Plus, will Apple’s big product event get the stock moving higher in the months ahead? All-star panel of Jason Snipe from Odyssey Capital and Alex Kantrowitz of Big Technology break down what they’re seeing for the tech giant. And, market expert Mike Santoli digs in on today’s 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.

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Closing Bell

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