Markets on edge as tariff deadline looms & the future of vaccine development in the FDA 3/31/25

Markets on edge as tariff deadline looms & th...

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A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26

The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC roundtable today. Plus guest trader Mike Schumacher, formerly of Wells Fargo Secu ...  Show more

Markets React to Jobs Report… And The State of Emerging Markets 8/7/26

Stocks rising on an unexpected drop in July payrolls, with the Nasdaq pacing for its best week since late April and S&P 500 hitting a record high to close out the week. The traders break down the markets and momentum and if this rally can last into the coming months. Then, Mercad ...  Show more

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Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ...  Show more

Higher tariffs and lower jobs numbers hit equity markets
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President Trump’s team delivered more tariff surprises ahead of the weekend with conditions worsening for both Canada and Switzerland. Then the jobs data delivered some ugly news for the US economy, with severe downward revisions to May and June’s data which saw the bearer of the ...  Show more

SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25
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Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ...

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Fed Uncertainty and Trade Pivots
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Asian stocks struggled for direction at the open after US markets had a volatile session amid speculation about the future of Federal Reserve Chair Jerome Powell. In tariff news, President Trump dialed down his confrontational tone with China in an effort to secure a summit with ...  Show more