Closing Bell

Can stocks have a late-year surge or not? BMO’s Brian Belski – a bull – and Cantor’s Eric Johnston – a bear – debate their forecasts. Then, TIAA’s Kourtney Gibson breaks the tie and explains who she thinks won the debate. And, John Spallanzani of Miller Family Office digs in on the broader market, the Fed and Amazon.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While Q3 closed out with some green shoots in the IPO market, the days of SPACs may be over. Morgan discusses valuations, commercial space trends & more with Summit Ridge Group founder Armand Musey. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Fed Governor Frederic Mishkin analyzes today’s CPI report. Evercore’s Mark Mahaney unveils his new top big tech pick. HashiCorp CEO Dave McJannet talks the company’s new AI products. RBC analyst Gerard Cassidy previews bank earnings. CEOs and President Biden discuss the economy and infrastructure. Tech sector outlook and investing opportunities. The impact of wars and DC dysfunction on banks.

The Nasdaq has been performing better lately and is still on track for a relatively strong week. Can tech alone carry the market higher into the end of the year – just as it did for the first six months of 2023? Corient’s Amy Kong and Virtus’ Joe Terranova give their take. Plus, Ed Yardeni gives his first reaction to today’s CPI report. And, both casinos and homebuilders were slammed in today’s session. Our all-star team of reporters explain what is behind those moves lower. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks pushed higher into the close, finishing near best levels to notch a fourth straight positive session for the major averages. Wells Fargo’s Scott Wren breaks down the market action heading into earnings season. Cowen analyst Matthew Ramsay on his new note calling for 50% upside in Nvidia. Former Dallas Fed President Richard Fisher on what investors need to know from today’s Fed minutes release. StockX CEO on Birkenstock’s weak IPO and the state of the consumer. Strategas’ Dan Clifton on the latest moves in the race for the Speaker. Plus, Sunnova CEO John Berger on how elevated rates are hitting the solar industry.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will “just good enough” earnings be good enough to send stocks into a year ending run-up? Dan Greenhaus of Solus Alternative Asset Management and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, top chip analyst drills down on the strength in semis and what he’s expecting from the upcoming earnings season. And, Leslie Picker breaks down Birkenstock’s first day of trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Third straight day of gains for the major averages. Janus Henderson’s Matt Person and Macquarie’s Thierry Wizman break down the market action and the fall in yields. Adobe CEO Shantanu Narayen on the company’s newest round of generative AI models and how enterprise customers are using them. RockCreek CEO and former World Bank CIO Afsaneh Beschloss on geopolitical risks to the market. Plus, Energy Fuels CEO Mark Chalmers on navigating global tensions while mining and refining rare earths and a first look at the Birkenstock IPO price with former Target Vice Chairman Gerald Storch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How much room is there for stocks to make a run into year end? New York Life Investments’ Lauren Goodwin and Schwab’s Liz Ann Sonders give their expert forecasts. Plus, Shannon Saccocia from NB Private Wealth is breaking out her playbook for earnings season and beyond. And, David Albrycht of Newfleet Asset Management tells us how he is navigating today’s sharp decline in yields.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed mostly higher despite opening lower in the first market day after Israel declared war on Hamas. Former Defense Secretary Mark Esper talks the evolving situation in Israel and what happens next. Ruchir Sharma, Rockefeller International Chairman, breaks down the geopolitical factors and risk premium investors need to be watching. Defense ETF (ITA) had its best day since November 2020. Skylar Capital’s Bill Perkins breaks down what the events in the Middle East means for the energy complex. Unlimited CIO Bob Elliott on why the market is reacting to the latest Fedspeak. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the risk/reward for your money about to get better as some are suggesting? Adam Parker of Trivariate Research and Emily Roland of John Hancock Investment Management give their expert forecasts. Plus, Doug Clinton of Deepwater Asset Management breaks down where he is seeing opportunity in tech ahead of the wave of earnings. And, Meera Pandit – JP Morgan Asset Management’s Global Market Strategist – weighs in on how she is navigating uncertainty overseas amid the war between Israel and Hamas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.