CNBC's "Fast Money" The Global Rate Rally… And All The Headlines In The Weight-Loss Drug Space 3/19/26
Mar 19, 2026
Jared Holtz, a Mizuho healthcare specialist, breaks down competition in the obesity and GLP-1 drug space. He discusses Eli Lilly’s trial data, Novo Nordisk’s recent approval, and a looming patent expiration. Short takes cover pricing, competitive dynamics, and strategic moves by drugmakers.
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Markets Price In Higher Rates On Energy Shock
- Global central bank hawkishness is pricing in no Fed cuts and even a possible June hike, driven by energy-driven inflation risks from the Iran conflict.
- Guy Adami highlighted markets are surprisingly tolerant now, but the VIX near 23 signals another leg of volatility could arrive.
Watch Jobs And Core Inflation Before Betting On Cuts
- Expect the Fed to ease later in 2026 if long-run inflation expectations stay anchored and labor market weakens from oil-driven consumer pain.
- Evan Brown recommends watching employment and core inflation data to justify cuts, not geopolitical headlines alone.
Buy FedEx For Operational Improvement Not Macro Tailwinds
- Treat FedEx's quarter as an operational turnaround story rather than macro-dependent; buy into improved express margins and cost cuts.
- Tim Seymour highlighted express margins near 8% and FedEx raising cost-savings targets above $1 billion.