# Guy Adami
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Wall Street Isn't Buying Kevin Warsh's Tough Talk
Guy Adami and Dan Nathan open by recounting a fan’s Guy-themed T-shirt sighting on CNBC’s Fast Money, then discuss Fed Chair Kevin Warsh’s Jackson Hole remarks as largely status quo, with the S&P 500 near all-time highs and the VIX around 14 despite potential catalysts like the August jobs report. …
Closing Bell Overtime: AI, Earnings and the Fed Drive the Market 9/3/26
Big Tech and AI stay at the center of the market conversation. Barclays’ Venu Krishna breaks down the latest trends in AI adoption and whether Meta is getting its strategy right. BTIG’s Janine Stichter reacts to Lululemon earnings and what the results say about the consumer. DataTrek’s Nick Colas l…
The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In
Dan Nathan and Guy Adami break down a wild week of macro data and single-stock news heading into the Fed's September meeting. They dig into the surprisingly strong August jobs report and what it means for a Fed already boxed in by political pressure on Kevin Warsh, why the VIX sitting near 14 might…
Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call
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Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, September 9th.
Articles Mentioned
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David Rosenberg: "The Fed Just Made a Policy Mistake"
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Dan Nathan and Guy Adami welcome David Rosenberg of Rosenberg Research to discuss his new global macro multi-asset ETF, ROSY, built from his conviction-based model portfolio and launched with Corton Capital, with plans to list in the U.S. in Q1, and preview h…
Hour 4 - Yanks Final Stretch, Rami Vs. Eddie, Jerry With Giants & Manningcast Thoughts
The Yankees open a four-game series with the Rays facing a long-shot AL East title race and a likely Wild Card matchup against the Red Sox. Guy Adami calls in to wish AL a happy birthday and asks Boomer & Gio to grade Rami taking over for Eddie. Jerry’s final update recaps the Giants’ loss to the R…
How Rami Stacks Up To Eddie
Guy Adami called in to wish AL a happy birthday and also asked Boomer & Gio to grade Rami’s job so far since taking over for Eddie.
U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas
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Guy Adami and Liz Thomas discuss historic moves in U.S. Treasuries, with yields jumping 20 bps in two days, the 5-year above 5%, and the average Treasury yield above 5%, signaling a new inflationary regime and f…
Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer
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Guy Adami welcomes back Michelle Meyer, Chief Economist at Mastercard, to dig into what Mastercard's data is saying about the American consumer heading into the holiday season. With mortgage rates above 7% and s…
If Not Now, Then When Will These AI Companies Go Public?
Dan Nathan and Guy Adami reunite to preview the week, focusing on two late-week tech stories: a Nikkei report that Apple may have cut iPhone 18/18 Pro component orders, and market volatility sparked by questions around OpenAI’s revenue figures, including debate over annual run-rate calculations and…
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