Feels Like a Markets’ Summer Breeze with Heli...

Dan Nathan and Guy Adami break down a messy macro picture after the latest nonfarm payrolls miss: a softening labor market, sticky inflation, and an equity tape that still looks oddly calm on the surface. ​They dig into rising credit stress in banks and private credit, what the V ...  Show more

Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, and flows show continued retail buying and complacency even as institutions reduced equity exposure around “Liberation Day.” Dawson h ...  Show more

Don’t get left behind - here’s how to position your portfolio before the next market rotation hits. In this episode of Stocks in Translation, Interactive Brokers Chief Strategist Steve Sosnick joins host Jared Blikre and Senior Reporter Allie Canal to discuss market dynamics, par ...  Show more

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential economic warning signs and the market’s ...  Show more

A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, inc ...  Show more

US equities stumbled yesterday, in contrast with a more positive day for European markets. The shift comes as investors reassess the likelihood of a Federal Reserve rate cut in December, following a speech by Chairman Jerome Powell that suggested the economy was not sending an ...