MB251: Earnings Season Insights: What to Expe...

In this episode, the panel discusses market volatility, upcoming economic events, and predictions for various stocks and sectors, providing insights into how investors can navigate the current landscape. 🔹 Market volatility during midterm years🔹 Impact of legislation like the C ...  Show more

In this episode, Sam and Bret review the latest US CPI number and discuss the impact it has had on the next month's crucial Fed rate decision, as well as dissecting the winners and losers of the earning season so far. "Fed's rate hike chances are decreasing." "Consumer spending r ...  Show more

In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street.

If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ...  Show more

Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information. 

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more