Morning Brief

By Yahoo FinanceBusiness News Investing Business News

Morning Brief episodes

August 20, 2024 Fed outlook, Lowe's earnings, Biden's DNC speech
Stock futures (^DJI, ^IXIC, ^GSPC) are mixed ahead of Tuesday's market open as the S&P 500 and Nasdaq Composite seek to extend their win streak. Simultaneously, investors are increasingly bullish on the idea that the Federal Reserve will cut interest rates by 25 basis points in September.
Home improvement retailer Lowe's (LOW) reported mixed second quarter results, posting revenue of $23.59 billion ($23.9 billion expected) and adjusted earnings of $4.10 per share ($3.97 per share expected). Lowe's cut its full-year guidance and sales forecasts on consumer pullbacks tied to housing market challenges.
President Biden delivered a keynote speech at the first night of Democratic National Convention (DNC) in Chicago, where he passed the baton to Vice President Kamala Harris in her 2024 presidential bid.
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50 min
August 19, 2024What to expect from Jackson Hole, the DNC this week
Stock futures are flat ahead of Monday's market open as the Federal Reserve's Jackson Hole Economist Symposium is set to start on Thursday, August 22. Nearly 75% of traders expect a 25-basis-point interest rate cut to come in September, according to the CME. Lowe's, Macy's, and Target are among the US retailers reporting earnings this week. The Democratic National Convention begins Monday with a speech by President Biden tonight.
Takeaways:
The Federal Reserve will kick off its Jackson Hole Economic Symposium on Thursday, giving investors a clearer picture of the pathway ahead for interest rate cuts.
S&P Global Ratings chief US and Canada economist Satyam Panday breaks down what to expect from Powell on Friday.
the Democratic National Convention (DNC) is kicking off in Chicago, with President Biden expected to deliver a speech this evening as he passes the torch to Vice President Kamala Harris.
Don’t miss an episode of Yahoo Finance's Yahoo Finance Morning Brief. Subscribe wherever you listen to your podcasts.
Connect With Us: We love hearing from our listeners! Write a review and let us know what you think about the show.
Send your thoughts and questions to [email protected].
Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.
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52 min
August 16, 2024Consumer sentiment, Housing starts, Fed Speak
Markets are digesting the latest reading on consumer sentiment, economists had expected a reading of 66.6, a slight increase over last month. US July Housing Starts fell to 1.238 million annualized, below economists expectations. The Federal Reserve remains in focus following a week of key inflation data. Chicago Fed President Austan Goolsbee will speak later today, potentially giving more insight into the possibility of an interest rate cut in September.
Takeaways:
Stock futures are dipping into negative territory ahead of Friday's market open, coming off of Thursday's rally fueled by July retail sales and lower-than-expected initial jobless claims.
The tech sector is leading market rallies in the S&P 500 and Nasdaq Composite as Big Tech names rebound from recent sell-offs. Chipmaker Nvidia is up over 17% in the last five trading days.
Vice President Kamala Harris will outline her economic policy agenda at a speech in Raleigh, North Carolina, on Friday, focusing on taming inflation and reducing grocery, housing, and prescription drug prices for American consumers.

Don’t miss an episode of Yahoo Finance's Yahoo Finance Morning Brief. Subscribe wherever you listen to your podcasts.
Connect With Us: We love hearing from our listeners! Write a review and let us know what you think about the show.
Send your thoughts and questions to [email protected].
Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.
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52 min
August 15, 2024Retail sales rise, jobless claims drop, and Walmart reports earnings
Starting before the bell and elevating our flagship newsletter, Morning Brief brings you insight into the latest market-moving news, empowering viewers with actionable information to build their investing roadmap for the day ahead. Join us for key insights and commentary about the day's top tickers and stories to help build wealth. Jobless claims dip and July retail spending quell recession fears.
Takeaways:
Stock futures are rising Thursday morning after retail sales increased by 1.0% (above estimates) in July and initial jobless claims came below expectations (227,000 versus estimates of 235,000) for the prior week.
Walmart shares are grooving in pre-market trading after the big-box retailer beat its second quarter earnings estimates and raised full-year sales guidance.
Several investment firms have begun cutting their stakes in chip giant Nvidia.

Don’t miss an episode of Yahoo Finance's Yahoo Finance Morning Brief. Subscribe wherever you listen to your podcasts.
Connect With Us: We love hearing from our listeners! Write a review and let us know what you think about the show.
Send your thoughts and questions to [email protected].
Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.
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53 min
August 14, 2024July's Consumer Price Index released, Justice Department considering breaking up Google
Starting before the bell and elevating our flagship newsletter, Morning Brief brings you insight into the latest market-moving news, empowering viewers with actionable information to build their investing roadmap for the day ahead. Join us for key insights and commentary about the day's top tickers and stories to help build wealth. Following the release of the Consumer Price Index (CPI) data, the major indexes have been seeing gains in their five-day moving averages since last week's sell-off.

Takeaways:
The July Consumer Price Index report showed prices rose 0.2% from June, which was in line with estimates, and 2.9% from a year ago, which was slightly better than the Bloomberg consensus estimate of 3.0%.
Potential plan to break up Google: The Justice Department is considering breakup as a remedy after a judge determined the company has an illegal monopoly in search
Inflation data comes in line with Fed numbers to cut in September.

Key Moments:
00:00 - Intro: CPI, Inflation, and Google
2:45 - Inflation Breakdown
5:35 - Treasury Yields
6:00 - Mark Sandy Moody Analytics Chief Economist on Inflation, Jobs, and a Fed rate cut with the election
12:30 - Will Google be broken up
16:15 - Mars acquisition of Kellanova
19:10 - Elliot Investment vs. Southwest Airlines
21:20 - Intel layoffs and divestment
23:15 - Market open, CPI stagnation, and the major indexes
27:45 - Ryan Detrick Carson Group Chief Market Strategist has market optimism
34:30 - Brent Thill Senior Analyst at Jefferies on Google's antitrust debacle
42:50 - Trending Tickers
45:00 - Looking forward to tomorrow

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We love hearing from our listeners! Write a review and let us know what you think about the show.

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Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.

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51 min
August 13, 2024 Elon Musk interviews Trump, US recession fears are on the rise
Former President Trump joined X.com owner and Tesla CEO, Elon Musk on Monday night. The interview was delayed due to what Musk described as a "massive DDOS attack" on the platform. Meanwhile, institutional concerns about a potential recession have risen to 39%, as indicated by the latest Bank of America Global Fund Managers survey.
Yahoo Finance's flagship show, Morning Brief, is the ultimate guide to making smarter portfolio decisions.

Find this and other episodes of Morning Brief at https://finance.yahoo.com/videos/series/morning-brief/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.

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54 min
August 12, 2024 Investing in an 'oversold' market and analyzing Bitcoins volatility
Your 3 things: Stock futures edge higher as investors look ahead to key data prints, BofA CEO Brian Moynihan urges the Fed to cut interest rates, and VP Kamala Harris vows to support an independent Federal Reserve. Telling reporters that she'd never interfere with the central bank.

Yahoo Finance's flagship show, Morning Brief, is the ultimate guide to making smarter portfolio decisions.

Find this and other episodes of Morning Brief at https://finance.yahoo.com/videos/series/morning-brief/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.

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52 min
August 09, 2024 Bitcoin Surges Past $60,000: Is a Recession Looming?
Your 3 things: Bitcoin climbs above $60,000, Paramount Global (PARA, PARAA) reported second quarter earnings on Thursday, August 8, posting mixed results, and is a recession back on the table?
Yahoo Finance's flagship show, Morning Brief, is the ultimate guide to making smarter portfolio decisions.

Find this and other episodes of Morning Brief at https://finance.yahoo.com/videos/series/morning-brief/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.

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49 min
August 08, 2024 Warner Bros. Discovery stock plummet following a significant impairment charge
Stock futures are rally, ten-year Treasury yields climbing back above 4%. Investors are closely watching the tech sector, while Warner Bros. Discovery stock plummet following a significant impairment charge.

Yahoo Finance's flagship show, the Morning Brief, is your ultimate guide to making smarter decisions for your portfolio.

Find this and other episodes of Morning Brief at https://finance.yahoo.com/videos/series/morning-brief/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Brad Smith and Seana Smith host Yahoo Finance's Morning Brief.

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52 min
August 06, 2024 Mag 7 sheds $650B
Your 3 things: Mag 7 sheds $650B, stocks look to recover and recession?
Yahoo Finance's flagship show, the Morning Brief, is your ultimate guide to making smarter decisions for your portfolio.

Find this and other episodes of Morning Brief at https://finance.yahoo.com/videos/series/morning-brief/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Morning Brief is hosted by Seana Smith and Brad Smith.

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56 min

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Welcome to Yahoo Finance's flagship show, the Morning Brief. It's your ultimate guide to making smarter decisions for your portfolio. Our hosts track early session volume while bringing you…