Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influencing oil prices. The discussion also covers Federal Reserve Chair Powell’s comments on inflation, bank earnings, and the effects of Middle Eastern geopolitical tensions on the energy sector. The episode explores intricate dynamics involving Iran and Russia, potential changes in U.S. administration policies, and the ramifications for energy stocks and major tech and retail companies amid current economic conditions.

Timecodes

00:00 - Welcome to On the Tape Podcast

01:30 - Market Volatility and Fed Chair Powell's Speech

02:18 - Analyzing the Upcoming Jobs Report

05:55 - Bank Earnings and Market Sentiment

10:40 - Tech Stocks and AI Developments

18:20 - Retail Giants: Walmart and Costco

23:03 - Apple's AI Ambitions and Market Position

29:25 - Tesla's Q2 Deliveries and Market Reaction

36:00 Helima Joins The Pod

42:25 - Oil Market Dynamics and Geopolitical Factors

50:32 - US Energy Policy and Global Implications

56:33 - Iran and Middle East Tensions

01:08:00 - Russia's Energy Strategy

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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Check out our show notes here

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