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Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen’s top analyst Helane Becker reacts to that sector’s sell-off.
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حلقات أخرى في هذا البودكاست
Tech stocks tumble as Meta gives back a 6% rally and investors question the durability of the AI trade. Deepwater’s Gene Munster breaks down the selloff and what it means for the next phase of AI spending. Wedbush’s Matt Bryson reacts to Western Digital earnings and what the results signal for memo…
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…
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…
Meta, Tesla and IBM headline one of the biggest earnings days of the season. Jefferies’ Brent Thill breaks down Meta’s results and what they signal for AI spending, advertising and the broader tech trade. Evercore’s Julian Emanuel assesses the market reaction and whether earnings can keep stocks mo…
Tech stocks wrap up a rough week as investors look for opportunities amid the selloff. Gabelli Funds’ John Belton breaks down what he’s buying and where he sees value across the sector. MoffettNathanson’s Craig Moffett examines SpaceX’s reported push into cellular infrastructure and what it could m…
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