Mega-Cap Tech Earnings Preview, Global LNG Exports, and Countdown to Netflix Earnings 7/16/26
Stocks fell on Thursday as the sell-off in semiconductors has the major averages on pace for a losing week on Wall Street.
Brian Sullivan & Kelly Evans are joined by Morgan Stanley Senior Internet Analyst, Brian Nowak, to preview some of the key tech earnings reports expected out over the next wee…
The Geopolitics of Oil Markets with Helima Croft of RBC Capital Markets
Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, joins Ronan and JR to break down the geopolitical issues impacting oil markets today, from OPEC to the major areas of focus for the Biden administration to the dynamics of renewables (recorded March 18).
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
Rates on the rise as investors question Warsh’s interest rate strategy. The traders break down what to expect from the next Fed meeting and what rising rates means for the economy. Then, oil prices dipping this week as investors anticipate a potential Strait of Hormuz deal. RBC Capital Markets Mana…
The MENA Mix: Regional Recap | July 2026 | Season 2, Episode 6
The MENA Mix: Regional Recap is a monthly video podcast, produced by the Institute for Middle East Options (IMEO). Each episode features rotating experts who unpack and analyze key news stories shaping the Middle East and North Africa.
Our July episode brought together Adel Hamaizia (Highbridge Adv…
Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26
The key metrics to watch in Nvidia’s earnings—and why a guidance hike could be on the way. As oil prices continue to fluctuate amid Middle East tensions, RBC’s Helima Croft is concerned about a different commodity ahead of cooling temperatures. Plus, unsealed court documents reveal the Fed, the Se…
Jobs Report Reaction, Diesel Prices Hit Record High, Data Center Debate 9/4/26
The Dow Jones fell on Friday as August’s hotter-than-expected payrolls reading increased expectations that the Federal Reserve could raise interest rates at its next meeting.
Kelly Evans is joined by MAI Capital Management’s Chris Grisanti for the hour as they sit down with Wells Fargo Chief Econom…
Apple’s Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26
Stocks are falling as rising Treasury yields and oil prices continued to rattle investors.
Brian Sullivan and Kelly Evans are joined by CNBC’s Mackenzie Sigalos with the latest updates from Apple’s "Surprise and shine" event where the company unveiled its first foldable smartphone, the iPhone Duo.
…
Stocks Drop As Fed Hikes Rates… And Energy’s Next Move As Crude Surge Cools Off 9/16/26
Stocks dropping after the Federal Reserve hiked interest rates for the first time in 3 years. The persistent inflation warning from Chairman Kevin Warsh, and the areas of the market that could see the biggest impact from the rate change. Plus, Lennar reports results, semi stocks make some moves, an…
Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26
The so-called “Bond King of Texas” says the Fed made a mistake hiking rates. Stocks pop and oil prices sink on reports U.S.-Iran talks have entered the technical stage, but Helima Croft, who served as a commodities analyst at CIA, says seemingly nothing has truly shifted in negotiations. Plus, are …
Oil and the Iran War: How Bad Can It Get?
At the beginning of the U.S.-Iran war, a belief it would be a short conflict, combined with significant pre-war supply, held oil prices down. But reality has now intruded. Two of the planet's most important choke points—the Strait of Hormuz and Bab Al-Mandeb—are no longer free and unfettered; six m…
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