Cool The Engines

MRKT Matrix - Thursday, March 26th S&P 500 falls as oil jumps and Trump warns Iran negotiators to ‘get serious’ (CNBC) War Will Push U.S. Inflation Above 4% This Year, O.E.C.D. Says (NYTimes) Traders Hedge Risk That War Spurs Fed to Hike Rates Within Weeks (Bloomberg) Mortgage Ra ...  Show more

MRKT Matrix - Wednesday, March 25th Dow jumps 300 points as oil falls after U.S. reportedly sends Iran peace plan ⁠(CNBC)⁠ US Recession Risks Begin to Rise as War Dims Economic Outlook ⁠(Bloomberg)⁠ Goldman Sachs’ Lloyd Blankfein warns Iran war fallout ‘is going to last’ even if ...  Show more

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss two big events for the markets this week: Nvidia’s user conference & the Fed meeting (3:00). Plus, they hit the potential Apple/Google AI deal (21:30) and where stocks could end the week (31:30). Arti ...  Show more

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19: ...  Show more

Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later" Key Insights from the Pod: The brief market sell-off (2:00) Zero Days to Expiration (0DTE) Options (7:15) Overbought conditions ...  Show more

On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ...  Show more