Steve Leisman

Senator Chris Van Hollen discusses the global alarm over Trump's aggressive policies and urges Europe to stand firm rather than appease. Keith Ellison weighs in on federal ICE actions in Minnesota, highlighting constitutional violations and local police opposition. Steve Leisman explores the economic fallout from tariffs, contrasting AI-driven profits with struggles faced by small businesses. Norm Eisen emphasizes the importance of legal challenges in defending democracy, citing court victories against authoritarian tactics.

Steve Leisman, a senior economics reporter, breaks down the Federal Reserve's recent quarter-point rate cut and its implications for markets. Tim Seymour, a seasoned trader, engages in a lively debate on whether this move is dovish or hawkish, impacting small caps and overall market sentiment. They also analyze Oracle's disappointing earnings, raising concerns about its capital spending and what's driving its revenue backlog. Together, they navigate the intersection of monetary policy decisions and stock performance in today's volatile market.

Mona Mahajan, Head of Investment Strategy at Edward Jones, shares insights on the macroeconomic outlook, Fed policies, and labor market trends, emphasizing their implications for real estate. Tony Wong, Portfolio Manager at T. Rowe Price, delves into tech earnings and the future of AI investing. Lastly, Steve Leisman, Senior Economics Reporter for CNBC, analyzes dissent within the Fed and its possible effects on the market. Tune in for a dynamic discussion on critical market movers!

Pippa Stevens, energy markets reporter tracking oil spikes and retail crude ETF flows. Steve Leisman, economics correspondent analyzing Fed testimony and legal fallout. Janine Pirro, D.C. prosecutor defending grand jury subpoenas in the Powell probe. Eamon Javers, investigative reporter on the federal subpoena ruling. They discuss oil-driven market swings, Fed legal battle and courtroom rulings, and retail trading dynamics.

Pippa Stevens, CNBC energy reporter tracking oil and LNG moves. Stephanie Guild from Robinhood on retail trading shifts and sector bets. Steve Leisman, senior economics reporter, on Fed press dynamics. Joe Lavorgna, CMBC Americas chief economist, on growth versus inflation risks. Jeremy Siegel, Wharton professor, on Fed policy and long-term growth. They discuss market reaction to the Fed hold, Powell’s remarks, yields, sector flows and mortgage refinance pressure.

Steve Leisman, CNBC senior economics reporter who breaks down inflation components and used car trends. Rick Santelli, market commentator adding perspective on price movements. Pippa Stevens, markets and energy reporter on oil moves and Strait of Hormuz risks. They discuss sliding stocks, rising oil and gas prices, the IEA’s massive release, limits of strategic reserves, and Oracle’s big quarterly beat.

Steve Leisman, senior economics reporter at CNBC, breaks down why this January’s CPI surprised differently and how tariff pass-throughs matter. He walks through market reactions to the softer inflation print. Short takes cover Applied Materials’ AI-driven outlook and Coinbase’s rally amid a surprise loss.

Steve Leisman, senior economics correspondent who explains Fed context. Jeffrey Gundlach, DoubleLine founder and fixed-income veteran with macro views. They discuss the Fed holding rates, timing of future cuts, dollar and commodities themes. The conversation pivots to mega-cap earnings, previewing what to watch from Microsoft, Meta and Tesla.

Jim Labenthal, a seasoned investor on the Halftime Report investment committee, discusses how earnings fueled market gains and debates the Fed's influence. Kevin Simpson shares insights on defending stocks like Boeing and Lockheed Martin in the defense sector. Steve Leisman analyzes inflation risks and potential Fed policy shifts as he assesses market trajectories for 2026. The panel also examines NVIDIA's strategic acquisitions and highlights opportunities in healthcare, retail, and commodities, offering final trading recommendations as the year closes.

Guest Steve Leisman, a senior economics reporter at CNBC, dives into the alarming rise of household debt, which has surged to a staggering $18.6 trillion. He reveals that delinquencies are notably increasing, especially among younger individuals and lower-income groups. The discussion highlights the potential economic risks posed by this high debt level, particularly its impact on consumer spending, a critical driver of U.S. economic growth. Prepare for an insightful look at how rising debt could influence the economy.