Podcasts about market rally

Welcome to Signals and Noise, where BofA Global Research strategists from around the globe offer a shorter take on market matters as part of Global Research Unlocked. Today, we focus on the best performing size segment of the US equity market this year, US small and mid-caps, and how we're thinking about them today.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.  

U.S. equity futures rose as inflation expectations cooled, signaling a reassessment of the Federal Reserve's rate path. S&P 500 and Nasdaq 100 futures advanced while Dow futures were steady. Lower expected inflation can ease Treasury yields and support higher equity valuations. Founders may see improving loan pricing, more flexible supplier terms, and potential openings in capital markets. Federal Reserve officials continue to seek sustained evidence of progress before adjusting policy. Businesses are advised to refresh budgets and financing plans while watching upcoming data.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Why are traders flocking to the mid cap Space X IPO adjacent stock? Are US stocks outside of AI rallying? Leading chip stocks are sinking; we ask why and look at Broadcom, Micron, and ARM. Closer to home, we examine the potential impact of proposed US tariffs on Singapore exports. Plus, Marco Polo Marine, CapitaLand Ascendas REIT, HSBC, AIA and Lululemon Are all in today's Up or Down. And with World Cup season upon us, could there be a lull that non-football fans can take advantage of?See omnystudio.com/listener for privacy information.

Berkshire Hathaway giving investors optimism about a potential bottom in the housing market, as the company announces a deal in the homebuilding space. What it could mean for the sector as it struggles with rising mortgage rates and weak consumer confidence… and what it means for Berkshire's traditionally value-focused strategy. Plus Nvidia gets in on the PC space with a new chip, Billionaire Barry Diller's firm raises the stakes on a casino deal, and a rally with an expiration; why one market strategist says the clock is ticking on the record climb, but it's not stopping him from finding opportunity. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are ripping higher, but why? In this episode, we break down the relentless rally in US equities and why the AI boom is overpowering inflation fears, geopolitics, and rising yields.We explain what's really driving the S&P 500, why market breadth is narrowing, and whether this rally is starting to look fragile. Then we dive into the IPO frenzy around SpaceX, OpenAI, and Anthropic and what it means for investors and liquidity.Finally, we simplify Nvidia's latest earnings and its next-gen “Vera Rubin” system, explaining why this could be the backbone of the future AI economy.(00:00) What's Driving the Market Rally?(05:00) AI vs Macro: Why Markets Don't Care(08:12) Is This Rally Running Out of Steam?(15:18) SpaceX IPO & AI Hype Explained(26:13) Nvidia Earnings & The Future of AI_____AmplifyME 2026 Summer Analyst Training Programme (Virtual) AmplifyME 2026 Finance Bootcamp (In-Person)

Stocks are rallying across the board as reports of possible progress on a US-Iran deal lift sentiment and push oil prices lower. Chuck Zodda and Paul Lane break down the strong market action, record oil inventory draws, and what it means for energy prices and inflation.Key topics include:Why the S&P 500, Dow, Nasdaq, and Russell 2000 are all higherSpaceX IPO details: Goldman Sachs leading, $2 trillion valuation talk, and why it won't 750x like TeslaLargest-ever weekly crude oil inventory draw and what's ahead for gas pricesMortgage rates climbing to 6.75% and the rise of non-conforming loansGoogle's strong AI turnaround with Gemini now rivaling ChatGPTConsumer spending vs. gloomy sentiment surveysPlus, a wild Cybertruck “wade mode” fails in a Texas lake, Jeep's ongoing sales slump, and more.

Steve Bruce says markets are balancing strong AI-driven momentum with stubborn inflation and weak consumer confidence. He highlights value in small caps, emerging markets, and commodities as potential hedges. Bruce adds that Nvidia (NVDA) remains a key test for the broader rally.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Charles Payne joins the show to unpack the economic ripple effects of rising geopolitical tensions, especially concerns around Iran, oil supply shocks, and inflation pressures tied to energy markets. He pushes back on extreme price predictions, arguing that while volatility is real, prior forecasts of catastrophic oil spikes haven't materialized thanks in part to U.S. production strength and fracking. The discussion shifts into the broader economy, including recent market volatility followed by a strong V-shaped rally, which Payne frames as part of a larger structural shift in innovation and investing opportunities. He highlights emerging themes like crypto regulation—specifically the “Clarity Act” and stablecoins—as a potential catalyst for mainstream adoption and lower transaction costs, while emphasizing that major gains are happening in under-the-radar sectors like AI infrastructure and space-related industries. Hashtags: #CharlesPayne #OilPrices #Iran #Inflation #StockMarket #Crypto #ClarityAct #Economy #EnergyMarkets #Investing

KG says stocks are pushing higher into the close, with signs of a sustainable rally for now. He highlights key sectors like materials that could limit upside and dives into earnings for Arm Holdings (ARM) and DoorDash (DASH). KG also flags AppLovin (APP) as a name to watch, with better than expected guidance but potential risk of being cannibalized by AI.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Bitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike and Ryan break down the battle between shorts and spot buyers, why $85K may decide the market, what ETF flows and Saylor's bid are really signaling, and the setup that could trap both bulls and bears.----

The S&P and Nasdaq closed at records after Apple's earnings report last night. And with more than 60% of the S&P reporting results, what have we learned and can the rally continue? Plus a new study shows just where the wins are coming in the prediction markets, and how algorithms are outbetting traders. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Green says even with some background geopolitical concerns, the market performance trend is still higher. The S&P 500 (SPX) notched its first close above 7,200 in addition to the Nasdaq-100 (NDX) hitting a new closing high as well. Then, KG chimes in on Apple's (AAPL) latest quarterly report card with the iPhone maker revealing "extraordinary" demand, but also a cautionary tone on memory constraints. Speaking of memory, KG looks at the post-earnings pullbacks in SanDisk (SNDK) and Western Digital (WDC) saying these could be a "buy the rumor, sell the news" type of event. For the first trading day in May, he's looking at a smaller range with 7245 acting as upside resistance with 7200/7175 levels catching some gamma activity. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jonathan Hoenig of CapitalistPig.com has a national look at business news including something new from Starbucks starting May 11th!

Consumer Liquidity, Market Support, and Federal Reserve Watch As the calendar moves past Tax Day, fresh data provides a clearer view of consumer finances. This year has delivered a notable surge in tax refunds, rising 34% year-over-year heading into mid-April. In total, individual refunds have reached approximately $270 billion, well above last year's $225 billion and prior years' levels. This influx of cash offers a meaningful liquidity boost for consumers, helping offset persistent pressures such as elevated energy costs and broader inflationary trends. This added financial cushion comes at a critical time. While oil prices have recently eased from their peaks, they remain relatively high, continuing to strain household budgets. Increased refund activity may therefore serve as a stabilizing force, supporting spending and softening the impact of these external cost pressures. On the market side, recent developments have introduced both volatility and opportunity. A tentative geopolitical ceasefire initially sparked optimism, contributing to a market rally before signs of instability reintroduced uncertainty. Despite this, equities have shown resilience. The S&P 500 has established a higher technical support range, now sitting around 6,800 to 6,900, compared to the previous level, near 6,200. This shift suggests the market may have more room to absorb fluctuations while maintaining its upward trajectory. Attention is also turning toward monetary policy leadership. The United States Senate Banking Committee is set to hold a hearing on the nomination of Kevin Warsh as the next chair of the Federal Reserve. The process carries potential implications for market stability, particularly given ongoing tensions surrounding current Fed Chair Jerome Powell. A key date to watch is May 16, the target for finalizing the appointment. Delays or disputes could introduce further uncertainty into financial markets. Corporate Profits as the Market's Anchor Despite the noise surrounding geopolitical tensions, fluctuating interest rate expectations, and valuation concerns, the fundamental driver of market performance remains unchanged: corporate profitability. Over the long term, there has been a strong correlation between profit margins and the trajectory of the S&P 500. Since 2010, corporate profit margins have trended upward significantly, reflecting improved efficiency, pricing power, and economic expansion. This trend continues to serve as a key pillar supporting equity valuations. Current projections suggest that first-quarter profit margins will reach approximately 14.18%, a substantial increase from 9.64% in late 2010 and approaching the record high of 14.45% achieved in the fourth quarter of last year. These elevated margins indicate that companies are maintaining strong earnings power, even amid broader economic uncertainty. As earnings season gains momentum, the focus on profit margins becomes increasingly important. If companies can sustain or even stabilize margins at current levels, the market is likely to retain enough strength to withstand external pressures, from geopolitical instability to shifting monetary policy expectations. While short-term volatility may persist, particularly in response to developments surrounding international conflicts and policy decisions, the underlying health of corporate earnings provides a stabilizing force. In the broader context, it is this earnings strength that will determine whether the market rally can endure. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Will the Market Rally Hold? first appeared on Fi Plan Partners.

Pain Before the Pop: Rally Mode EngageAfter short-term market pain, the rally is here. This episode breaks down why staying invested during volatility pays off—and why panic selling can cost you big.Netflix (NFLX) – Strong momentum, ad growthNike (NKE) – Rebound potentialCelsius (CELH) – High-growth, volatile opportunitySoFi (SOFI) – Expanding fintech playMicrosoft (MSFT) – AI leader, long-term core

The sea of red has finally flashed green, but is this just a "dead cat bounce" or the start of something bigger? In this episode, Pav is joined by special guest and fraud expert Calum to break down the sudden 5% Bitcoin jump and why the fear & greed index is finally climbing out of the "valley of fear". We're looking at the massive 3,000% move from Rave DAO, the slowing sell pressure on US Spot ETFs, and why Ethereum is finally starting to show strength against Bitcoin. Plus, we dive into the "Clarity Act" conspiracy theories and share exactly what we're doing with our own portfolios right now. Hint: someone's becoming a Bitcoin Maxie. You'll hear:  - We explore whether the recent 5% Bitcoin jump is a "dead cat bounce" - Why ETH is finally starting to outperform the Bitcoin benchmark and what that means for the rest of your watchlist. - Altcoin Anomalies: The staggering 3,148% move from Rave DAO and institutional interest suddenly returning to ZCash - Breaking down the slowing sell pressure in US Spot ETFs - Is the Clarity Act delay causing the market to lose faith in a 2026 regulatory timeline? … and much more! Want to see what we're looking at every episode? Watch the YouTube version of the podcast here. Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc  To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto If you can't wait to learn more, check out these blogs from our friends over at Swyftx. This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

In this April 9 Dividend Cafe Weekly Market Commentary, Brian Szytel recaps markets following a strong prior-day rally with notable breadth (about 82% of NYSE names advancing), then discusses how Iran/Israel/Lebanon developments and ceasefire talks are contributing to a tenuous market backdrop despite continued gains across the S&P 500, Dow, and Nasdaq. He reviews moves in yields and oil, including a sharp prior-day drop and a rebound, and explains the strategic and longer-term economic implications of the Strait of Hormuz remaining closed. Seitel also answers a common question on the VIX as a measure of expected volatility and a potential contrarian indicator rather than a timing tool. He closes with key data points: February PCE inflation, jobless claims, weaker personal income, personal spending, and a lower final revision to Q4 GDP. 00:00 Welcome and Setup 00:21 Market Rally and Breadth 00:43 Geopolitics Driving Sentiment 01:46 Oil Shock and Ceasefire Talks 02:32 Strait Closure Stakes 03:11 Long Term Global Workarounds 04:12 What the VIX Means 05:08 Key Economic Data Rundown 06:10 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In today's episode, Kip breaks down a pivotal Wednesday for the markets, highlighting the Dow's best single-day performance in a year and pivotal new all-time highs for both the semiconductor and transport indexes. You'll hear about the ongoing strength of the U.S. economy, despite recent geopolitical uncertainty, including the “smart money hour” streak and blowout earnings from major companies like Delta Airlines. Kip also explores the end of the recent war, its impact on fiscal stimulus, and why corrections in this “generational bull market” are seen as buying opportunities rather than setbacks. Plus, the latest insights on sector rotations, the innovation revolution powering the U.S. recovery, forecasts for GDP growth, Federal Reserve moves, and updates on commodities, energy, and Bitcoin's market leadership. Tune into today's podcast to learn more. 

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Markets are rallying—but risks are still building beneath the surface.Mike and Marc break down a cooling job market, rising concerns about AI replacing jobs, and why traditional “safe havens” like bonds aren't behaving as expected.Also covered:What new labor data signals about hiring and wage growthWhy AI fears may be overblown—but still matterThe hidden risks in the bond marketCrypto and private credit entering 401(k)sWhy more Americans are underwater on car loans

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the difficulty college graduates are having finding a new job. Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to talk about salary growth cooling and the clear shift in the trajectory of wage growth over the last few years. Segment 3: […]

MRKT Matrix - Monday, March 23rd Oil tumbles after Trump puts hold on U.S. strikes against Iran energy infrastructure for five days (CNBC) Volume in stock and oil futures surged minutes before Trump's market-turning post (CNBC) Larry Fink's Warning: Invest or Risk Getting Left Behind by AI (WSJ) Chevron CEO says Iran war impact isn't fully priced into oil market, traders have ‘scant information' (CNBC) Apple to Start AI Comeback Bid on June 8 With Annual WWDC Conference (Bloomberg) Microsoft Copilot Is Confronting Its Identity Crisis (Bloomberg) Gilead nears up to $2bn deal for autoimmune biotech Ouro Medicines (FT) --- Subscribe to our newsletter: ⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Construction spending in January pulled back, a move "unsurprising" to Kevin Green given typical seasonal slowdowns. What did surprise him and markets was President Trump cooling his rhetoric on military maneuvers in Iran. KG walks investors through the latest headlines drawing optimism from investors. However, he adds both the U.S. and Iran need "concrete" proof they're moving toward a resolution. KG then turns to the gold and silver trade as both metals pull back on Monday's session. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Marley Kayden and Sam Vadas highlight notable laggards on what appeared as a market-wide rally for Monday's session. AI memory chips like Micron (MU) and SanDisk (SNDK) were among the biggest names left out of the rally, along with gold in the commodity space. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jeff Weniger talks about the potential geopolitical “anvils” hanging over a market rally, including Venezuela, Iran, China and more. However, he's still looking to international equities for opportunities. He turns to Japan, making the argument that the return of Abenomics will be bullish. He doesn't like Bitcoin right now, but thinks gold can break above the $5K level again, and says $6K is “more realistic” than $4K. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Join Peter Tuchman, the Einstein of Wall Street, on the floor of the New York Stock Exchange as he breaks down a tumultuous market week. From international tariffs to the art of the deal, Peter discusses the recent market downturn due to geopolitical tensions and the subsequent rally following reconciliatory announcements. Learn about the importance of vigilance, using stop orders, and taking profits to trade successfully. Tune in for insights and updates on the latest market trends with the Trade like Einstein podcast on Money News Network. 00:00 Introduction to Trade Like Einstein 00:40 Market Recap: Wild and Crazy Days 01:05 Trump's Tariffs and Market Reactions 01:37 Market Rally and Recovery 02:22 Trading Tips and Vigilance 02:34 Conclusion and Sign-Off All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

In today's episode, Tyler breaks down an action-packed day in the markets, spotlighting a dramatic turnaround from this morning's futures trading to the strong rally into the close. He also gives a no-holds-barred analysis of President Trump's headline-making speech at WEF in Davos, the Greenland deal framework, and what we see for the future of America. Tune into today's podcast to learn more!

Martin Pring, publisher of the InterMarket Review and chief investment strategist at Pring Turner Capital Group, says that "all measures of valuation ... are up in the stratosphere,"  which means the market is entering "a very dangerous period on a long-term basis." For now, however, Pring stressed that "trend trumps level," meaning that the valuations won't derail the market on their own, because the trend has remained to the upside. Still, he says that could happen soon, noting that the market has been climbing a big mountain during the current rally, but it is currently nearing "the death zone," where it runs out of oxygen. Ryan Kimmel, fixed income allocation strategist on the macro allocation team at DoubleLine, discusses the dilemma investors are in as the U.S. Bureau of Labor Statistics faces challenges in producing monthly employment figures, noting that the issues are more about declining survey participation than they are any sort of politicization of the numbers. Kimmel says lower response rates force the statisticians to rely on "imputed data," which then requires bigger, more dramatic revisions, which can reduce public trust in the numbers. He notes that the key number he is watching will be initial jobless claims; he currently pegs the probability of recession at 30 to 50 percent, but says it would go significantly higher if initial jobless claim trends shift higher. Stephen Davis, closed-end fund product specialist at Nuveen, says that price returns exceeded net asset value (NAV) gains for closed-end funds in 2025, which means that discounts were narrowed. With those thinner discounts, it could be hard for that trend to continue in the new year. Still, Davis sees potential opportunities in municipal bond and senior loan funds in 2026.

In this KE Report daily editorial, we're joined by Dana Lyons, fund manager and editor of the Lyons Share Pro, for a wide-ranging discussion on how to trade extreme momentum while managing risk in today's broad-based bull market. With silver up over 30% in just the first weeks of the year and nearly doubling in price since late November, Dana breaks down how technical traders assess parabolic moves - and why having a disciplined, objective system is essential when emotions run high. The conversation expands well beyond precious metals, covering leadership shifts across equity markets, sector rotation, international strength, and why some popular trades may be losing momentum.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/ ----------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment Disclaimer This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Ed Yardeni, president at Yardeni Research, discusses how strong GDP and subdued inflation are powering a year-end market rally. Yardeni spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Scott Wapner and the Investment Committee debate how to trade the rebound in tech stocks and what it means for the market. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Health Care in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Jeff Praissman, host of the Interactive Brokers Podcast, and Scott Bauer from Prosper Trading Academy as they break down the market's reaction to the government reopening. Will delayed economic data trigger a rally or reveal deeper risks for traders?

Today's Post - https://sqdc.st/s/TtvWulc Monday Market Insights: Government Shutdown, Market Rally, and Policy Updates In this Monday edition of the Dividend Cafe, the discussion centers around the potential end of the government shutdown, with eight Democrats crossing the aisle to vote with Republicans. The NASDAQ experienced a significant rally, recovering losses from the previous week's downturn. Various market sectors' performances are analyzed, including the notable decline in consumer staples and defensive sectors. Key public policy updates include the Senate's vote to end the shutdown, a proposed 50-year mortgage backed by the government, and potential equity stakes by Fannie and Freddie in tech companies. President Trump's suggestion of a $2,000 stimulus check and significant job cuts in October are also covered. The episode concludes with insights from the Bahnsen Group's offsite and upcoming speaking engagements. 00:00 Introduction and Government Shutdown Update 01:15 Market Rally and Sector Performance 03:03 Earnings and Market Disparities 05:36 Senate Vote and Public Policy 08:54 Supreme Court and Tariffs 10:28 Housing and Mortgage Updates 11:55 Economic Indicators and Fed Outlook 16:03 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

HOST: Mark Longo, The Options Insider Media Group CO-HOST: Mike Tosaw, St. Charles Wealth Management CO-HOST: Andrew Giovinazzi, The Option Pit   This week, the All-Star panel is stunned by the Big Tech and AI momentum that's pushing stocks to absurd levels. Andrew "Rock Lobster" Giovinazzi uses an analogy from The Producers to describe the ridiculous, runaway success of the "Mag 7" and the OpenAI frenzy. Is this a guaranteed flop, or are investors destined to be unexpectedly rich? Inside the Block: The Big Tech/AI Metaphor: Why the surprising, explosive rally in tech reminds us of a famous, satirical Broadway flop. Shocking Moves: "Uncle" Mike Tosaw details why he has sold 95% of his long-held silver exposure—a truly historic moment! Odd Block: We break down the unusual order flow in a few newcomers, including high-flying biotech KNSA and semi-related AMKR. Earnings Blitz: A massive week ahead with Uber, Spotify, AMD, and more—plus, a look at the wild vol priced into HIMS and PLTR.

Paul Eitelman thinks that solid earnings will keep layoffs low and support the consumer. He thinks businesses are going to get more trade clarity soon, which will support dealmaking and corporate confidence. Despite the market at highs, he thinks this is an “underloved” rally and says investors should stay in stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Cameron Dawson says U.S. equities continue in melt-up mode, as earnings are coming in better-than-expected. When discussing current valuations, she says the "conditions" not the "level" is what matters most. Cameron says valuations could "levitate to nose-bleed levels" if earnings continue to beat and markets continue to surge. However, she does caution investors on some frothy signs of sentiment starting to bubble up, pointing to put/call activity in the options market. Cameron says the bond market might be pricing in a more "dire growth outlook."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tudor Investment Corporation's Paul Tudor Jones tells Bloomberg's Matthew Miller that if AI is a bubble, its a historically small one. He sees concentration risk everywhere and expects to find the NASDAQ substantially higher by the end of the year.Bloomberg sponsors Pick-a-Ticker, a fundraiser for Robin Hood which was founded by Paul Tudor Jones.See omnystudio.com/listener for privacy information.

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to OpenAI in tranches. And, Micron (MU) begins Monday's action with an upgrade at Morgan Stanley and a new price target to $220.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ryan Detrick covers the big picture – and he wouldn't be surprised if the government shutdown lasts into November. He expects “a couple more” Fed rate cuts this year and looks ahead to who could replace Jerome Powell next May. He's sticking with large caps over small caps and growth over value, saying he's not going to change his strategy now.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Fed Chairman Jerome Powell's recent comments on the labor market, asset values, and risks have sparked a reaction in the markets. Alonso Munoz believes Powell's tone was "a little bit dovish" and that the Fed is likely to prioritize the health and strength of the labor market. Munoz sees room for the market to run despite Powell's valuation concerns and expects a potential rate cut in October. Munoz recommends a cautious approach, focusing on sectors like technology, particularly AI-driven names like Nvidia (NVDA), Oracle (ORCL), and Tesla (TSLA), which he believes are still in the early innings of their growth cycles.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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Market Rally and Economic Indicators: August 12th Update In this episode of Dividend Cafe, host Brian Szytel discusses the significant market rally on August 12th, with the Dow closing 483 points up and the S&P and Nasdaq also seeing gains. The episode covers a fresh Consumer Price Index (CPI) report showing minimal change in inflation, which has led to increased expectations for the Federal Reserve to lower interest rates. Sitel also discusses predictions for future rate cuts, the upcoming Jackson Hole symposium, and the anticipated September non-farm payroll report. Additionally, recession odds have decreased significantly, now less than 20%. Finally, a better-than-expected small business optimism survey is highlighted. 00:00 Introduction and Market Overview 00:55 Inflation and CPI Data Analysis 01:36 Federal Reserve and Interest Rate Predictions 02:43 Upcoming Economic Reports and Market Sentiment 03:04 Recession Odds and Data Sources 04:16 Small Business Optimism and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Tim, Phil, & Ian are joined by Kory Yeshua to discuss Trump increasing China tariffs to 125%, Democrats claiming Trump caved on global tariffs, New Mexico activating the National Guard to help deal with out-of-control crime, and GiveSendGo under fire for refusing to take down fundraiser for accused killer Karmelo Anthony. Hosts: Tim @Timcast (everywhere) Phil @PhilThatRemains (X) Ian @IanCrossland (everywhere) Serge @SergeDotCom (everywhere) Guest: Kory Yeshua @KoryYeshua (X) Learn more about your ad choices. Visit megaphone.fm/adchoices