CNBC's "Fast Money" Souring On Apple… And An Auto Affordability Push As Car Prices Speed Higher 1/16/26
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Jan 16, 2026 Tim Seymour, a seasoned market analyst, joins Bono, a contrarian trader, Steve Grasso, an expert in technical analysis, and Mike Coe, an options commentator, to discuss Apple's dismal seven-week decline. They explore its challenges, including valuation issues and the impact of the Gemini partnership with Google. The group also dives into the soaring auto prices and the White House's efforts to improve affordability in the market, analyzing which stocks could benefit from this political push and how investors should navigate the automotive landscape.
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Buy The Apple Pullback For Trade Or Core Hold
- Consider buying Apple as a trade during this pullback given its cash, services growth, and historical rebounds.
- Holders seeking safety can also treat Apple as a long-term core position backed by cashflow and margins.
Fed Chair Odds Are Shaping Yield Expectations
- The Fed chair race is shifting market expectations, with Kevin Warsh emerging as a frontrunner and raising hawkish balance-sheet concerns.
- Markets are pricing eventual rate cuts by May, but long-term yields may rise if a less balance-sheet-friendly Fed takes charge.
Trade The Curve, Not Just Short Rates
- Watch curve steepening more than short-end moves if a new Fed chair avoids using the balance sheet to cap long rates.
- Position for pressure on housing and longer-term yields rather than expecting near-term rate hikes at the short end.