Closing Bell

Fed Chair Jerome Powell held his last news conference as head of the Federal Reserve – leaving rates unchanged. DoubleLine’s Jeffery Gundlach breaks down his forecast for rates, gold, the economy and much more. And, it’s a big day for mega-cap earnings. We discuss what’s at stake with Requisite’s Bryn Talkington, Odyssey Capital’s Jason Snipe and Evercore’s Mark Mahaney. Hosted by Simplecast, an A...

A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate’s strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investm...

New worries about OpenAI bringing up some new questions about the state of the tech trade. We discuss with Big Technology’s Alex Kantrowitz. Plus, Former St. Louis Fed President James Bullard tells us what he is expecting from Fed Chair Powell’s last Fed meeting. And, Goldman Sachs’ Sara Naison-Tarajano breaks down what could supercharge earnings growth this quarter. Hosted by Simplecast, an AdsWi...

Markets gear up for a wave of major earnings this week as trillions in market cap prepare to report. John Belton of Gabelli Funds previews the stakes for markets as earnings season ramps up. Anastasia Amoroso of Partners Group and Bob Elliott of Unlimited debate the outlook for markets, earnings, the Fed and policy risks. Healthcare moves into focus as Angelica Peebles reports on a potential new f...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Our Steve Liesman reports the latest regarding the Powell probe while former Dallas Fed President Richard Fisher weighs in on what it means for the Fed and market confidence. Warren Pies of 3Fourteen Research lays out a bold call: upgrade equities, downgrade bonds and stay long oil. The episode also examines how geopolitical tensions are showing up in corporate earnings. Companies like Procter & G...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Intel takes center stage after the stock soared on earnings. Gil Luria of D.A. Davidson analyzes what they mean for the semiconductor landscape and AI competition. Cameron Dawson, CIO at NewEdge Wealth, and Steve Sosnick of Interactive Brokers debate the market outlook and how investors should position from here. Huntington Bank CEO Stephen Steinour discusses bank earnings and what they signal for...

Tensions with Iran continuing to flare and earnings season is starting to kick into high gear. So, what’s at stake for the market’s record run? We discuss with Wealth at Neuberger’s Shannon Saccocia, iCapital Sonali Basak and BNY Wealth’s Alicia Levine. Plus, Wedbush’s Matt Bryson tells us what he is expecting from Intel’s results in Overtime. And, Ed Yardeni from Yardeni Research tells us the one...

Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, lays out the broader market theme and explains how investors should think about positioning as earnings and macro forces collide. Tesla headlines earnings. Seth Goldstein of Morningstar reacts to the results and what they signal for demand, margins and the EV landscape. Reports from IBM, Lam Research, ServiceNow and Texas Instruments a...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...

Stephanie Aliaga of JPMorgan Asset Management joins on set to assess the market backdrop and where opportunities remain. Interactive Brokers Chairman Thomas Peterffy reacts to earnings and discusses trading trends and investor activity. United Airlines and Capital One reports add further insight into travel demand and consumer health. Henry McVey of KKR steps back to frame the big picture for mark...

What does the looming ceasefire deadline mean for the market? We discuss with Sofi’s Liz Thomas, Citi’s Kate Moore and Hightower’s Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners’ Ash...

Apple said Tim Cook will become executive chairman and John Ternus will be the new CEO starting September 1. We have the first and instant reaction with analysts Gil Luria and Patrick Moorhead along with Deepwater Asset Management’s Gene Munster. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the market taking a quick breather or is something bubbling beneath the surface? We discuss with Solus’ Dan Greenhaus, JPMorgan Private Bank’s Abby Yoder and Ayako Yoshioka from Wealth Enhancement Group. Plus, Federal Reserve Chair Nominee Kevin Warsh made some headlines this afternoon. The details – and what it could mean for the economy with Allianz’ Mohamed El-Erian. And, Alex Kantrowitz fro...

Markets stage a rapid recovery alongside a massive move in oil. Keith Lerner of Truist explains the market’s lightning fast rebound and what it says about momentum and positioning. Charles Bobrinskoy of Ariel Investments adds a note of caution, arguing stocks are getting more fully valued even as opportunities remain beneath the surface. Jason Gableman of TD Cowen analyzes oil and energy stocks an...

So, what is next for this record setting rally? We discuss with Partners Group’s Anastasia Amoroso. Plus, airline analysts are cutting their forecasts ahead of a busy week of earnings for the sector. We discuss with top analyst Savanthi Syth from Raymond James. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...

Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what’s driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Br...

Our all-star panel of Hightower’s Stephanie Link, Sofi’s Liz Young and Trivariate’s Adam Parker tell us how they’re positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz’s Mohamed El-Erian weighs in. And we run through what to watch from Netflix’s numbers. Hosted by Simplecast, an AdsWizz company...

Record closes for the S&P 500 and Nasdaq as stocks come roaring back from the Iran war lows. Tim Hayes of Ned Davis Research assesses the broader market setup and where risk and reward stand from here. Kristina Partsinevelos and Mackenzie Sigalos break down the latest on Broadcom and Meta and focus on the AI trade from both the platform and chipmaker angles. Netflix takes center stage ahead of ear...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...

Markets climb back to pre-war levels as tech regains leadership and investors lean back into risk. Tony Wang of T. Rowe Price highlights the return of the tech trade as semis and software push higher. Brent Schutte, CIO at Northwestern Mutual Wealth Management, explains what’s driving the broader rebound and whether it can continue. Our Steve Liesman dives into the latest on Kevin Warsh’s finances...

What is the best way to be positioned right now? We discuss with one of the country’s top financial advisors – Richard Saperstein of Treasury Partners. Plus, Treasury Secretary Scott Bessent made some comments about the Fed’s next move. We get instant reaction from Former Federal Reserve Vice Chair Richard Clarida. And, Goldman Sachs’ Alexandra Wilson-Elizondo tells us if she thinks we’re on the c...

Our Seema Mody breaks down strength in Oracle and the broader software space. Julian Emanuel of Evercore ISI joins explains what the latest developments mean for markets and how investors should be thinking about positioning. Helima Croft of RBC Capital Markets explains whether the U.S. is more insulated than other regions and what the next move in crude could be. In financials Jason Goldberg of B...

Professor Jeremy Siegel from the Wharton School tells us where he thinks stocks are headed. Plus, star retail analyst Matt Boss maps out his playbook for the space. And, Alger’s Ankur Crawford tells us if she thinks tech’s recent comeback is durable. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.