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Closing Bell

Closing Bell

2,257 episodes — Page 43 of 46

Closing Bell: Dramatic Reversal, Oil Slides & Emerging Opportunity 7/5/22

Stocks staging a late day comeback after the Dow fell 742 points earlier in the session on recession fears. Tech stocks leading the rebound amid a drop in bond yields. Leuthold's Jim Paulsen discusses why he is turning bullish on tech and growth stocks, but Richard Bernstein Advisors' Richard Bernstein says investors should be defensive right now because rising interest rates and decelerating profits are historically a bad combination for stocks. Ariel Head of Investment Group Charlie Bobrinskoy reveals why he thinks the banks are attractive despite falling treasury yields. Oil plunging below $100 a barrel on economic concerns. RBC Capital Markets Head of Global Commodity Strategy Helima Croft says the fundamental backdrop behind oil remains bullish. Rockefeller International Chairman Ruchir Sharma explains why he is so bullish on emerging markets in the second half of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 5, 202242 min

Closing Bell Overtime: Double down on defense? 7/1/22

Stocks ending the day in the green, but investors are still debating if it’s time to take on a defensive posture as we head into the second half of the year. Our all-star panel gives their market take. Plus, Fundstrat’s Tom Lee weighs in on Voyager’s move to freeze customer assets. And, Ally’s Lindsey Bell explains why she thinks a bottom could be sooner than most think. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 1, 202243 min

Closing Bell: Market Comeback, Micron's Mess & Link's Top Pick 7/1/22

Stocks storming back after early session losses following the worst first half of the year since 1970. Bespoke's Paul Hickey warns the Fed's aggressive rate hikes into a slowing economy is a bad recipe for investors. Bank of America Securities' Vivek Arya discusses his downgrade of chipmaker Micron following the company's weak Q4 guidance and what it means for the rest of the semiconductor stocks. Wells Fargo Investment Institute Sr. Global Market Strategist Scott Wren says investors should be buying long-term exposure to tech stocks on any pullbacks. Hightower Chief Investment Strategist Stephanie Link says Meta is her top pick for the second half because of its compelling risk/reward scenario. And Former Ford CEO Mark Fields explains why a recession will not hurt the automakers as badly as past economic downturns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 1, 202243 min

Closing Bell Overtime: Second-half Tug of War 06/30/22

A big tug-of-war is playing out in the market between inflation shock fading and growth fears rising. Eric Jackson of EMJ tells us which he thinks will win. Plus, a potentially crucial deal in the crypto space. We break down the details and what’s at stake. And, Bank of America Securities’ Francisco Blanch tells us the top commodity plays for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 30, 202243 min

Closing Bell: Ugly First Half Of The Year, Tech Technicals & CEOs Of Pepsi & HP On Recession Risks 6/30/22

Stocks slumping as the market closes out the worst first half of the year in more than 50 years. Allianz Chief Economic Advisor Mohamed El-Erian says the market has not fully priced in the Federal Reserve's aggressive interest rate hikes into a slowing economy. Wharton Finance Professor Jeremy Siegel explains why he thinks the economy is already in a recession, but does not think it will be a severe one. HP CEO Enrique Lores & Pepsi CEO Ramon Laguarta discuss how recession fears are impacting consumer spending and their businesses. Fairlead Strategies Founder Katie Stockton looks at whether the recent rally in mega cap tech stocks is more than an oversold bounce. And BD8 Capital CEO Barbara Doran says she sees opportunities to buy stocks in the consumer and tech sectors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 30, 202243 min

Closing Bell Overtime: The Waiting Game 06/29/22

Investors anxiously awaiting key inflation data due out tomorrow before the bell. Josh Brown of Ritholtz Wealth Management breaks down what’s at stake for the markets. Plus, Charles Schwab’s Liz Ann Sonders explains her second half playbook. And, Kevin Simpson of Capital Wealth Planning is getting bullish on the retail space. He makes his case and the individual names he is banking on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 29, 202244 min

Closing Bell: Choppy Trading Day, Chips Dip & Wells Fargo's CEO On Housing 06/29/22

It was another volatile day on Wall Street as the market winds down the worst first half of the year since 1970. BNY Mellon Wealth management's Alicia Levine says a market bottom is not yet in sight and reveals what she wants to see before buying again. JPMorgan Chief U.S. Economist Michael Feroli on how tomorrow's key inflation data could impact the market and the Fed. Wells Fargo CEO Charles Scharf sat down for a rare conversation from the Aspen Ideas Festival and discussed whether the U.S. is heading in to a recession and how rising interest rates are impacting his company's big mortgage business. RiskReversal's Dan Nathan discusses whether beaten down semiconductor stocks are starting to look attractive. And Senator Rob Portman discusses when the Senate will finally move to fund the bipartisan Chips Act, which will help semiconductor companies build new plants in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 29, 202242 min

Closing Bell Overtime: Scott Minerd’s Market Strategy 06/28/22

Stocks sinking to end the day, with the Nasdaq falling nearly 3%. Scott Minerd of Guggenhiem Partners gives his market take – and some insight on the SPAC space. Plus, Calixto’s Eduardo Costa weighs in on the big slide in tech today. And, market expert Mike Santoli’s “Last Word” on Minerd’s stance on the Fed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 28, 202244 min

Closing Bell: Stocks Sink, Nike's Warning & Intel's CEO On Semiconductors Slumping 6/28/22

Stock selling off on Wall Street following disappointing consumer confidence data. Satori Fund Founder Dan Niles says Nike's weak revenue guidance is a warning for investors and discusses why he sees more downside ahead for the market. Intel CEO Pat Gelsinger on today's tech sell off and whether inflation and recession fears are leading to a slowdown in semiconductor sales. Fmr. Treasury Secretary Jack Lew on whether he thinks the economy will avoid a recession. And Piper Sandler's Jeff Harte on whether investors should be buying beaten down bank stocks in this rising interest rate environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 28, 202242 min

Closing Bell Overtime: Bear Bounce or Real Bottom? 06/27/22

Stocks took a breather today after last week’s rally. So, is the market finally showing real signs of stabilizing? PIMCO’s Erin Browne gives her take. Plus, Nike reporting a beat across the board. CNBC’s Sara Eisen and Brian Nagel of Oppenheimer give instant color and analysis. And, Ed Yardeni says the relief rally is here to stay. He gives his expert take on the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 27, 202244 min

Closing Bell: Stocks Swing, IBM's CEO On Tech spending & Taking Aim At A Deal For Robinhood 6/27/22

It was a volatile day on Wall Street as stocks finish in the red following last week's big gains. Citi Chief U.S. Equity Strategist Scott Chronert explains why he just cut his year end price target on the S&P 500 and why he sees more volatility ahead. IBM CEO Arvind Krishna reveals whether inflation and economic concerns are impacting tech enterprise spending. Mizuho's Dan Dolev reacts to reports that crypto exchange FTX could be eyeing a deal for Robinhood. And Bernstein's Toni Sacconaghi says he sees upside to Apple TV+ and discusses what that means for Apple's stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 27, 202243 min

Closing Bell Overtime: Signaling a Bottom? 06/24/22

Stocks saw major gains to end the week with the Nasdaq jumping more than 3% -- so does this bounce signal a bottom is in for the market or is there more pain ahead? iCapital’s Anastasia Amoroso breaks down her strategy. Plus, Oakmark’s Bill Nygren reveals where he is finding value in this market. And, Mark Newton from Fundstrat says the recent sell-off in commodities could be coming to an end. He breaks down the charts to explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 24, 202244 min

Closing Bell: Strong Rally to End the Week, Amalgamated Bank CEO on Supreme Court Decision, Carnival CEO on Earnings 06/24/22

Stocks staged a strong rally to cap off a solid week of gains on Wall Street. Market experts JoAnne Feeney, Brian Jacobsen, and Dan Nathan weigh in on the pop, and if it’s the start of a broader summer rally. Meantime shares of Carnival surged despite largely missing earnings estimates. CEO Arnold Donald joins to discuss Wall Street’s reaction and the headwinds that remain for his industry. And the CEO of Amalgamated Bank breaks down her company’s decision to cover travel expenses for employees seeking reproductive health care, following the Supreme Court’s decision to overturn Roe v. Wade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 24, 202243 min

Closing Bell Overtime: The Market’s Big Pivot 06/23/22

Investors have shifted their focus away from inflation panic to growth fears. Stocks saw gains in today’s session but Avery Sheffield of Vantage Rock at Rockefeller Capital Management still isn’t calling for an all-clear from the sell-off. She explains why. Plus, the Fed released the results of its annual stress test. David Ellison of Hennessy Funds and Hightower’s Stephanie Link give instant analysis. And, Intel issued a big warning and said its new Ohio factory could be delayed if Congress doesn’t move quickly on a key piece of legislation. Top chip analyst at Bernstein’s Stacy Rasgon breaks down the big money implications. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 23, 202244 min

Closing Bell: Stocks Stage Late Rally, Cliff Asness on Private Equity, Chip Funding in Focus 6/23/22

Stocks popped in the final hour of trading, adding to solid gains on the week. Bespoke’s Paul Hickey and DoubleLine’s Jeff Sherman discuss the moves in equities and bonds. Meantime Intel warned it’s big Ohio chip factory could be delayed as Congress drags its feet on funding. PIMCO’s Libby Cantrill weighs in on the holdup. And AQR’s Cliff Asness shares his choice words for the Private Equity business in a rare interview. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 23, 202243 min

Closing Bell Overtime: The Hard Reality of a Soft Landing 06/22/22

Following yesterday’s rally, today’s action has many investors wondering if the market is finally showing signs of stabilizing. Ritholtz Wealth Management’s Josh Brown weighs in. Plus, shares of Altria got smoked today on reports that the FDA could be cracking down on Juul e-cigarettes in a big way. Top-ranked analyst at Cowen – Vivien Azer – breaks down the big money implications. And, the Fed’s bank stress test will be front and center tomorrow after the bell. Leslie Picker gives a rundown of what to watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 22, 202244 min

Closing Bell: Stocks all over the map, Rare interview with Cliff Asness 6/22/22

The major averages closed just below the flat line after an up-and-down session, with commentary from Fed Chair Powell and a pullback in oil prices driving the action. Hightower’s Stephanie Link joins with her latest investment thoughts. Plus, Sara sits down for a rare and exclusive interview with AQR Capital Management’s Cliff Asness, who is vastly outperforming the market this year, for an inside look at the places where he’s finding value. And the CEO of snacking giant Mondelez discusses his company’s nearly $3B deal in the energy bar space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 22, 202243 min

Closing Bell Overtime: Trust the Rally? 06/21/22

Stocks started the shortened trading week in the green but heightened fears of a recession is still casting doubt over whether this rally can really be trusted. Trivariate’s Adam Parker gives his take. Plus, Requisite Capital’s Bryn Talkington breaks down the crypto chaos. And, our most valuable pick. Bank of America is bullish on a beaten down software name that’s lost more than 50% this year. The analyst behind that call makes his case. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202244 min

Closing Bell: Stocks rally, Danny Meyer on consumer spending, Kellogg splits 6/21/22

Stocks rallied to kick off a shortened trading week, following the worst week for the major averages since 2020. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel discuss if they think the bounce is sustainable. Meantime famed restaurateur Danny Meyer shares his thoughts on the summer spending environment, and what he’s seeing right now from consumers at his restaurants. And Sara breaks down the decision by Kellogg to split into three separate companies – and what it could mean for shareholders. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202242 min

Closing Bell Overtime: The Relentless Reset 06/17/22

It was a wild week for stocks on Wall Street … so what could be in store for markets and your money over the next few weeks? Cerity Partners’ Jim Lebenthal gives his forecast and where he stands on big recession fears. Plus, energy was the big loser for the week. Dan Greenhaus of Solus has been bullish on the energy sector – we find out where he stands now. And, Mike Santoli’s “Last Word”. His expert take on the big market rout and what he’s watching as we head into a fresh trading week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 17, 202244 min

Closing Bell 6/17/22

From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 17, 202242 min

Closing Bell Overtime: Navigating the Big Downturn 06/16/22

Stocks dropped in today’s session, with the Nasdaq closing down more than 4%. Wharton School Professor Jeremy Siegel gives instant reaction to the brutal trading day. Plus, Morgan Stanley’s Chris Toomey breaks down where he is seeing opportunity in the market. And, Mike Santoli’s “Last Word” with his expert take on the big market slide. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 16, 202244 min

Closing Bell: Market Meltdown and Kroger's CEO On Inflation 6/16/22

Stocks plunging and pushing the Dow below the 30,000 level on increasing fears the Federal Reserve's aggressive rate hikes will spark a recession. Cantor Fitzgerald's Eric Johnston says the Fed is getting aggressive too late and warns the market is not yet pricing in a recession. Bridgewater's Karen Karniol-Tambour reveals whether investors should be buying bonds and commodities to diversify away from stocks. Medley Advisors' Ben Emons says investors should raise their allocation to cash and companies with stable cash flows. And Kroger Chairman & CEO Rodney McMullen on how inflation is impacting consumer spending and whether the grocery chain owner is able to pass higher costs on to customers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 16, 202259 min

Closing Bell Overtime: Historic Fed Decision 06/15/22

DoubleLine’s Jeffrey Gundlach gives his exclusive, first take on the Fed’s decision to raise rates by 75 basis points. Plus, Sofi’s Liz Young with her take on what’s at stake for stocks moving forward. And, Mike Santoli’s “Last Word” on the Fed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 15, 202247 min

Closing Bell: Historic Fed Rate Hike Fuels Stock Rally 06/15/22

Stocks rallying after the Federal Reserve hiked interest rates by 75 basis points, which is the largest rate hike since 1994. Fed Chairman Jay Powell says a similar rate hike could be on the table for the central bank's next meeting as it tries to ease inflation. Former National Economic Council Director Gary Cohn says the Fed left open the possibility that it could get even more aggressive in future meetings and explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos agrees and is no longer bearish over the short term. But Morgan Stanley Chief U.S. Equity Strategist Mike Wilson says he is fading the rally and reveals his top defensive plays. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 15, 202229 min

Closing Bell Overtime: Countdown to the Fed 06/14/22

We’re less than 24 hours away from the Fed meeting and investors are anxiously waiting to see what Fed Chair Powell’s next move will be. Trivariate’s Adam Parker and Virtus’ Joe Terranova break down what they’re betting on ahead of the meeting. Plus, Eric Jackson of EMJ Capital digs in on the meltdown in high-growth stocks. And, Osterweis’ Larry Cordisco tells us where he is finding opportunity amid the downturn in big cap tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202244 min

Closing Bell: Stocks Seesaw, All Eyes On The Fed and Crypto Winter 6/14/22

It was a wild ride on Wall Street. Stocks rallying at the open before sinking sharply into the red and then staging a comeback late in the session as investors remain on edge ahead of tomorrow's Fed decision. Goldman Sachs Chief Economist Jan Hatzius on growing expectations the Federal Reserve will raise interest rates by 75 basis points tomorrow and the impact that will have on inflation and the economy. But Fmr. Kansas City Fed President Thomas Hoenig explains why he still thinks the Fed will only raise interest rates by 50 basis points and cautions 75 basis points would be a mistake. Mizuho's Dan Dolev reacts to Coinbase's CEO announcing layoffs and warning of a "crypto winter" ahead. And Jefferies Healthcare & Biotech Analyst Michael Yee on the FDA panel deciding whether to recommend Moderna's Covid vaccine for children ages 6 to 17. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202243 min

Closing Bell Overtime: Fed Weighing Rate Hike, Risk of Recession, & A Rally That Might Be On The Horizon 06/13/22

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 13, 202246 min

Closing Bell: Back Into Bear Market, Focus On The Fed & Crypto Crushed 6/13/22

Stocks selling off and pushing the S&P 500 back into bear market territory as investors brace for the Federal Reserve's decision on interest rates this week. Jefferies economist Thomas Simons explains why he thinks the Fed will raise rates by 75 basis points this week to help combat runaway inflation and whether these aggressive rate hikes could spark a recession. But Atlas Merchant Capital CEO Bob Diamond doesn't think that's aggressive enough and says the Fed should raise rates by 100 basis points. Citi U.S. Equity Strategist Scott Chronert says investors should be buying health care stocks as a defensive trade amid this market volatility. UBS Private Wealth management’s Alli McCartney reveals why she thinks the market could remain volatile for a long time. And Bitfury CEO Brian Brooks reacts to Bitcoin’s plunge and whether crypto lending company Celsius pausing customer withdrawals is a warning sign for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 13, 202249 min

Closing Bell Overtime: Trading the Volatility 06/10/22

Stocks closing deep in the red to finish the week, with the Dow ending the day down nearly 900 points. Fundstrat’s Tom Lee has previously said inflation had peaked and was betting on a big bounce for the markets… he gives us his fresh take following today’s ugly close. Plus, Pomp Investments’ Anthony Pompliano weighs in on inflation and if bitcoin could be a big hedge. And market expert Mike Santoli’s crucial “Last Word” to wrap up the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202246 min

Closing Bell: Inflation Sparks a Sell-Off, Gaming Out the Fed 06/10/22

Another red-hot inflation print sent the major averages sharply lower in Friday trading. Market experts Barry Knapp, Tony Crescenzi and Rebecca Patterson break down what they’re watching in the selloff, and expectations for the market going forward. Former Fed vice chair Roger Ferguson discusses the implications for next week’s Fed decision. And Barclays economist Jonathan Millar lays out why he now expects an above-consensus rate hike from the central bank. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202253 min

Closing Bell Overtime: Inflation Stock Shock Ahead? 06/09/22

Investors are bracing for tomorrow’s all-important CPI number and it could spell further trouble for markets. Trivariate’s Adam Parker gives his prediction. Meantime, JP Morgan Asset Management’s Gabriela Santos is forecasting sunnier skies ahead for markets. She makes her case. Plus, Mike Santoli breaks down the key S&P levels he is watching ahead of tomorrow’s crucial data. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 202244 min

Closing Bell: Late-Session Selloff, Tech Shopping List, The Mood from the C-Suite 6/9/22

Stocks tanked in the final hour of trading, closing near the lows, with the Dow giving up more than 600 points. Ben Emons from Medley Global Advisors explains why the S&P 500 could see another sizeable correction. Portfolio manager Kevin Landis shares his tech shopping list, with under-the-radar names to ride out the volatility. MKM’s Rohit Kulkarni breaks down the pressure on Facebook parent Meta, whose ticker symbol change officially took effect. And Yale’s Jeffrey Sonnenfeld discusses the mood from corporate executives, and whether or not CEOs are expecting a recession in America. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 202246 min

Closing Bell Overtime: Big Risks Mounting 06/08/22

Falling earnings and rising fuel prices weighing on stocks … but can the market manage to brush off the big risks in the long run? Dan Greenhaus of Solus Alternative Asset Management gives his forecast. Plus, Fundstrat’s Tom Lee makes the case for a soft landing and why that scenario is looking more likely. And Mike’s Santoli’s Last Word on some big market “pain points.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 8, 202244 min

Closing Bell: Stocks pull back, Campbell CEO on inflation, Zelenskyy’s message for CEOs 6/8/22

The major averages pulled back Wednesday, giving back a chunk of their gains for the week ahead of key inflation data on Friday. Holly Newman Kroft from Neuberger Berman and Scott Wren from Wells Fargo Investment Institute discuss the risks and opportunities of investing in this market. Meantime Campbell Soup added to gains on the year following strong earnings. CEO Mark Clouse breaks down how his company has managed to navigate inflation and supply chain headwinds. And Sara asks Ukraine’s president Zelenskyy what his message is for corporate leaders regarding the war with Russia. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 8, 202242 min

Closing Bell Overtime: Shaking off the bad news 06/07/22

Stocks have somehow managed to remain resilient in the face of a slew of headwinds. So, what does that say for the state of the market? BMO Capital Markets’ Brian Belski gives his take. Plus, iCapital’s Anastasia Amoroso says the odds of a “soft-ish” landing are on the rise. And, is the software space just too expensive? We debate it in today’s Halftime/Overtime with Virtus Investment Partners’ Joe Terranova. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202244 min

Closing Bell: Stocks rally into the close, IHG CEO on hotel demand, Target’s profit warning 6/7/22

The major averages closed near the highs of the day – making a significant recovery from early pressure caused by Target’s profit warning. Tony Dwyer from Canaccord breaks down his call for a continued summer rally. Jefferies analyst Stephanie Wissink discusses the Target news and the read-through for the consumer and retail. Shannon Saccocia from SVB Private talks about plays in housing and energy. And the CEO of hotel giant IHG group gives his outlook for summer travel and the impact of covid testing requirements on the industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202242 min

Closing Bell Overtime: Can the bear bounce continue? 6/6/22

Morgan Stanley’s Mike Wilson thinks this bear bounce still has some steam. But how long will it last? He makes his case. Pimco’s Erin Browne is getting bullish on tech -- she breaks down that trade. And, Mad Money Host Jim Cramer weighs in on what he calls “unsustainable rallies.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 6, 202244 min

Closing Bell: Stocks close well off highs, Apple WWDC highlights, Marriott CEO on travel demand 6/6/22

Stocks failed to hold an early rally in an up-and-down session, with the Dow giving up most of its earlier 335 point gain. Julian Emanuel from Evercore ISI and Nancy Tengler from Laffer Tengler break down how they are approaching this uncertain trading environment. Meantime Apple kicked off its Worldwide Developers Conference at its California headquarters. Wedbush’s Dan Ives and Colin Gillis from Chatham Road discuss the biggest announcements, including new software and hardware products. And the CEO of Marriott weighs in on travel demand and what he’s seeing right now from his customers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 6, 202243 min

Closing Bell Overtime: Facing Major Market Obstacles 06/03/22

It was another volatile day on Wall Street. Can stocks manage to overcome a Hawkish fed and tough talk around the state of the economy? Trivariate’s Adam Parker breaks down what he is watching as we wrap up the week. Plus, Snowflake scored an initiation at Raymond James despite a big downturn this year. The analyst behind that call makes his case. And Mike Santoli is reflecting on what we learned this week in his Last Word. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202244 min

Closing Bell: Stocks Sink, Pockets Of Opportunity & Foot Locker’s Strategy Shift 06/03/22

Stocks sinking and closing lower for the week despite a stronger than expected May jobs report, which sparked new concerns about interest rate hikes. Neuberger Berman’s Joe Amato and Ariel’s Charlie Bobrinskoy discuss the sell off and whether they are buying the dip. KKR Global Head of Macro & Asset Allocation Henry McVey is cautious on the market, but he reveals where he sees pockets of buying opportunities. And Foot Locker CEO Richard Johnson discusses how inflation and supply challenges are impacting the retailer and how he plans to adjust his strategy with Nike shifting to a direct to consumer approach. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202251 min

Closing Bell Overtime: Behind Stocks’ Recent Resiliency 06/02/22

Stocks continued to bounce in today’s session, despite hawkish Fed speak … but how long can the resiliency really last? Hightower’s Stephanie Link gives her expert take. Plus, instant analysis to Lululemon and Crowdstrike earnings results. And, Mike Santoli with his “Last Word” on what the market is “wishing and waiting” for ahead of tomorrow’s key jobs data. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 202244 min

Closing Bell: Stocks Storm Back, Fed's Brainard On Rate Hikes And Dollar Downer For Tech 06/02/22

Stocks staging a huge comeback on Wall Street. The Dow swinging 700 points to snap a 2-day losing streak, despite new concerns about rising interest rates. Fed Vice Chair Lael Brainard says it's hard to see a case for pausing rate hikes in September. Fmr. PIMCO Chief Economist Paul McCulley & Ally Chief Markets & Money Strategist Lindsey Bell discuss what that could mean for the market and the economy. Microsoft lowering its guidance because of the strong dollar. Jefferies Brent Thill reveals which other tech stocks could soon warn of currency headwinds. Guggenheim's Michael Morris explains why he slashed his price target on Netflix. And Reckitt Benckiser's Robert Cleveland discusses what his company is doing to help solve the ongoing baby formula shortage in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 202243 min

Closing Bell Overtime 6/1/22

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 1, 202246 min

Closing Bell: Rollercoaster Ride On Wall St., Meta C-Suite Shake Up And Solar Stocks Slump 6/1/22

Another wild trading day on Wall Street with the Dow swinging nearly 700 points. The market coming off the lows of the session after a Federal Reserve report showed new signs that inflation may be easing. JPMorgan Asset Management's Phil Camporeale discusses whether that's a bullish sign for investors. Citi Private Bank Global Head Ida Liu reveals where high net worth investors are putting their money. Rosenblatt's Barton Crockett reacts to Meta COO Sheryl Sandberg stepping down. And solar stocks have had a very rough year despite huge gains for the energy sector. The CEO of Sunnova discusses how tariffs and higher commodity costs are impacting the industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 1, 202242 min

Closing Bell Overtime: Fate of the Rally 05/31/22

How long can the rally keep going? Eric Johnston from Cantor Fitzgerald explains why the backdrop for equities is “very unfavorable.” Plus, Dan Ives from Wedbush Securities gives his instant reaction and analysis to Salesforce’s earnings results. And, Michael Santoli “can’t hardly wait” for his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202244 min

Closing Bell: Wild May Wraps Up, CME's CEO On Market Volatility And Getting Defensive 5/31/22

Stocks falling on the last trading day of May, which has been a wild month of trading. CME Group Chairman & CEO Terry Duffy discusses the volatility in the stock, bond and commodity markets and what that means for his exchange's bottom line. Oil prices initially rallying, but gave back most of those gains on a report that OPEC may suspend Russia from its oil production deal. RBC Capital Markets' Helima Croft weighs in on what that will do for oil prices while Eurasia President Ian Bremmer looks at the potential geopolitical impact. And Strategas' Chris Verrone says he is skeptical about last week's rally, but reveals the one defensive stock he thinks investors should be buying. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202242 min

Closing Bell Overtime: Trust the Rally on Wall Street? 05/27/22

Dow and S&P 500 post their best week since November 2020. Adam Parker from Trivariate Research, Shannon Saccocia from SVB Private, and Dan Greenhaus from Solus Alternative Asset Managment discuss whether or not this rally can last. Plus, the Nasdaq is up 10% since its intraday low last Friday. Can the bounce be trusted? And, Michael Santoli’s “Last Word” is “half-full.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 27, 202244 min

Closing Bell: Rally Rages On, Retail Rebound & Tech Too Cheap To Ignore? 5/27/22

Stocks staging a big rally ahead of the long holiday weekend. The Dow snapping an 8-week losing streak and the S&P 500 and Nasdaq ending 7-week losing streaks. Ironsides Macroeconomics Barry Knapp discusses whether the market has bottomed following a new report showing inflation is slowing, but Interactive Brokers' Steve Sosnick thinks there could be more downside. Investor Eric Jackson reveals the three tech stocks he says are too cheap to ignore. Charter Equity Research's Ed Snyder discusses whether investors should buy Apple's rebound. Energy also moving sharply higher this week. OPIS Global Head of Energy Analysis Tom Kloza discusses if there is more upside for energy prices. And Oppenheimer's Rupesh Parikh and BMO Capital's Simeon Siegel discuss the week's mixed bag for retail earnings and debate their opposing views on Ulta, which soared following its results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 27, 202243 min

Closing Bell Overtime: State of the Consumer 05/26/22

How much is inflation eating into retail profits? Stephanie Link from Hightower reacts to earnings reports from Ulta, Gap, and Costco. Plus, value investor Scott Black from Delphi Management says stocks might be “slightly overvalued.” And, Michael Santoli “Rates the Rally” in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 202244 min