Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 4/6/26
Apr 6, 2026
Kevin Hurricane, CEO of Cisco, leads the company through a bold $29B acquisition of Jetro Restaurant Depot and explains the strategic fit in one sentence. The conversation covers pricing, fuel hedging and resiliency. Also discussed: how the deal expands delivery and purchasing scale and why Cisco’s stock feels like a buying opportunity right now.
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Bond Market Caused Last Week's Bottom
- The March 30 market low was driven by bond market action, not stock fundamentals.
- Jay Powell's Harvard comments calmed inflation expectations and sent the 10-year yield down from ~4.48% to ~4.3%, halting the sell-off.
Check Rates Before Buying War-Affected Stocks
- During the Iran war, monitor the 10-year Treasury first, then oil, then company research.
- If oil and rates both rise, the market likely hasn't bottomed; if rates stay tame, last week's lows may be a firm bottom.
March Jobs Make Rate Cuts Harder
- Strong March nonfarm payrolls complicate the case for Fed rate cuts under incoming chair Kevin Warsh.
- March added 178,000 jobs vs 59,000 expected and unemployment ticked down to 4.3%, weakening the rate-cut narrative.