Murky Monday For Stocks… And Tariff Impact On...

A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvidia’s CEO Jensen Huang when he takes the stage. Plus Jefferies’ David Zervos join ...  Show more

The Dow, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple digits, and how the Fast Money traders are handling the latest swing in stocks. Plus the latest black eye in the private credit crunc ...  Show more

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.

Key Takeaways:

What an Escalating ...

US stocks keep climbing, notching a sixth straight record close as investors focus on a wave of significant earnings, US-China trade talks, and the start of the Fed’s July meeting. Union Pacific (UNP) acquires Norfolk Southern (NSC) in an $85B deal, creating a transcontinental ra ...  Show more

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ...  Show more

Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.

----- Transcript -----

Welcome to Thoughts on the Market. I’m Jam ...