Hot Inflation Read Spikes Yields 5/13/26
Episode Date: May 13, 2026BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Morgan Brennan and Jon Fortt guide listeners through each trading session and bring to you some of the biggest names in business.
2219 episodes transcribedBlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China...
Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks....
Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling c...
Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with...
Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to...
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Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital’s Sonali Basak...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacti...
Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for v...
How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Al...
Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade ca...
S&P 500, Nasdaq notch fresh records as stocks push higher after the price of oil fell and Treasury yields eased lower. RBC’s Lori Calvasina breaks dow...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacti...
Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley...
Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber fr...
Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: S...
How much momentum is left in this market? Fundstrat’s Tom Lee tells us what he’s thinking. Plus, Morgan Stanley’s Erik Woodring breaks down his first...
A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group’s Tom Forte and Bernstein’s Mark Newman. Venu...
We discuss what’s at stake from Apple’s big report in Overtime with Alger’s Dan Chung, Big Technology’s Alex Kantrowitz and Wedbush’s Dan Ives. Plus,...
Meta, Microsoft, Amazon and Alphabet all report quarterly earnings. The four companies represent more than 15% of the S&P 500. We bring you the number...