Treasuries; Too High, Too Many?

Could China's next generation of tech giants catch Wall Street off guard? From a resurgence in Chinese IPOs to breakthroughs in artificial intelligence, robotics, and semiconductors, a new wave of companies is drawing investor attention. Andrew Wilkinson sits down with Xiaolin Ch ...  عرض المزيد

What if Wall Street is betting on the wrong election outcome? With the 2026 midterms fast approaching, Democrats are eyeing a congressional comeback, President Trump's economic agenda hangs in the balance, and prediction markets are making some bold calls. But how much can invest ...  عرض المزيد

CNBC’s Mike Santoli and Josh Brown discuss the 10-year Treasury yield rising to its highest level since October 2022 and shares of major tech companies, including Meta, Amazon, Microsoft and Alphabet continuing their decline for the week.

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Frank Holland and the Investment Committee debate what’s next for stocks as the 10-year yield hit its highest level in nearly 16 years. The Call of the Day is on Nike, getting a downgrade at Jefferies, the Investment Committee reacts. Plus, Chevron CEO Mike Wirth tell Brian Su ...

Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a ...  عرض المزيد