Jerome Powell ignites risk assets – next up: ...

Earnings and Big Tech remain in focus, with Alphabet beating Wall Street’s expectations but causing some investors to take flight in the wake of projected capex spending. The rotation out of tech stocks continued on Wednesday - the Nasdaq Composite dropped 1.5%. China’s Hong Kong ...  Show more

The rotation out of technology stocks continued, with software shares selling off on AI‑disruption concerns, while cyclical stocks outperformed. WalMart reached a USD 1 trillion market‑cap milestone. German long‑dated yields hit their highest level since 2011 as heavy issuance li ...  Show more

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potentia ...  Show more

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Show more

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Trump threatens EU tariffs, creates confusion about Mexico and Canada duties. Dollar rebounds but gold slides again. Nvidia falls in after-hours trading as earnin ...

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Dollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, g ...