Newsroom
Impact of volatility on investor sentiment and why she characterizes the market right now as ‘hoping, but not hopeful.’
Economic outlook for 2025 and 2026, the May jobs data and how record retirement numbers are affecting the labor market, expectations for the path ahead for the Fed and more.
Why Matthew is maintaining an outperform rating on IBM, revenue growth expectations, the biggest risks for the stock going forward and more.
RBC’s revised S&P 500 target, the outlook for consumer, industrial and financial companies, what Lori would need to see to feel more bullish on the market for the rest of the year and more. (36:30)
Elsa covers the dynamic around the U.S. dollar becoming structurally bearish (from 03:58)
Expectations for the derivatives market by Labor Day, institutional investor sentiment, what signals to watch for before the end of the quarter and more.
Anke discusses what a ruling on capital requirements could mean for UBS.
Lori joined the show today as a guest host for the 6 a.m. hour. Throughout the segment, they discussed RBC raising the S&P 500 year-end target, navigating tariffs and policy uncertainty, keeping a close eye on jobless claims and more.