A life-saving treatment for coronavirus and record retail sales in May pushed stocks higher despite Fed Chair Jay Powell’s warning about the economic downturn and more shutdown measures back in place in Beijing. A panel of experts discuss what’s next for the economy, the markets and your money.
And Citi is now the biggest Apple bull on the street with a $400 price target. The analyst behind that call looks at the headwinds—and tailwinds—for the company.
Plus, the healthcare strategist who says there will be a coronavirus vaccine ahead of the US Presidential election joins us with who’s leading the charge.

Powell’s Warning, Biggest Apple Bull, Vaccine by November?

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Geopolitics, earnings, and economic data on deck next week could make or break the Fed’s hawkish tilt. We’ll look at what to watch and where to find value. Plus, Netflix shares plunging after saying it’ll stop reporting subscriber numbers. We’ll tell you whether investors should be worried. And airlines earnings are off to a strong start, but there’s a bifurcation in that trade, and Wall Street’s top airlines analyst is here with what it is.

Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24

Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most.

No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners  4/17/24

The bond market is keeping stock gains in check as we prepare to hear from Fed Chair Powell this hour. We’ll bring you the headlines and reaction from BNY Mellon’s CEO. Plus, the winners and losers ahead of REIT earnings as office vacancy rates hit a 20-year high. And housing starts just posted the biggest drop in 4 years, but one name is better-insulated from high rates, according to our analyst.

Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24

Stocks sink after Israel vows to retaliate against Iran following its missile attack over the weekend. We discuss the ramifications across energy and defense and what it means for US foreign policy. Plus, Netflix kicks off big tech earnings later this week. Morgan Stanley’s Ben Swinburne joins with the key numbers to watch and why he sees $1000/share in the not-too-distant future.

Examining Geopolitical Risks and the Market Impact 4/15/24

We’re tracking the market sell-off to end the week, but our market guest says investors need to be selective to avoid a lost decade of gains ahead. Plus, venture capitalist and “Shark Tank” guest judge Matt Higgins joins us with where he sees the most risk and opportunity in the VC landscape right now. And Box CEO Aaron Levie is here to weigh in on the debate of whether AI will cut or create jobs.

Powell’s Warning, Biggest Apple Bull, Vaccine by November?

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