The longer the Fed waits to cut, the more they risk that something breaks, according to Moody’s chief economist Mark Zandi. He’ll join us to make his case, in light of today’s PCE inflation data. Plus, Digital Realty’s CEO joins Kelly on the heels of their quarterly results with what’s driving demand for data centers. And weakness in China is one of this earnings season’s big themes, but our market guest says that presents a buying opportunity for investors ..read more

Was yesterday’s selloff a healthy correction or reason for concern? We speak with one guest who says the rally is intact, but it will be hard to make new highs until one thing happens. Plus, tech investor Gene Munster says the pullback in tech presents a great buying opportunity. He tells us what he’s watching. And three more names are on deck to report earnings, including this name our trader calls a “have” in a sector of haves and have-nots. We break it down in Earnings Exchange.  ..read more

The Nasdaq having its worst day of the year, as Tesla and Alphabet results disappoint. But bitcoin is moving higher, and we’re joined by VanEck’s head of digital assets research who’s making the case for $2.9M by 2050. And Wall Street’s #1 homebuilding analyst is here with his view on the builders as new home sales hit the lowest level of the year ..read more

We're in an early bull market, but one of our guests says it's the most unloved bull market she's seen in her career and that presents a lot of opportunity. She’s also a Tesla shareholder and says it's a stock you buy in times of chaos. With earnings on deck, is this one of those times? And is a credit card backed by your home equity line of credit a great innovation or risky business? We have the details ahead ..read more

More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what’s next, how it’s changing Team Trump’s strategy, and whether it should change your market strategy. Plus, just last week Strategas’ Dan Clifton told us this is the most investable election in his professional career. Is that still the case, or is he reshuffling election baskets? We check back in with him. And tech is rebounding after last week’s massive rotation into small caps. So does this mean the bounce-back is over? We discuss.  ..read more

Former President Trump is accepting the GOP nomination as pressure builds for Pres. Biden to drop out of the race. We’ll get the latest from Washington and hear from two experts on each side of the aisle about what could be next. Plus, our market guest is using history as a guide and positioning for gains he sees ahead in the small caps. And Crowdstrike is plunging in the wake of today’s global IT outage. We’re tracking the ripples being felt across tech, banking, and airlines ..read more

We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking down? Plus, Strategas’ Dan Clifton says this is one of the most investible elections he’s seen in his career and joins us with the stocks to watch ahead of November. And Netflix is on deck to report quarterly results, with options implying a 7% post-earnings move. We’ll look at how to position ahead of the print ..read more

Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one trade our analyst says will work regardless of who becomes president. He’ll join us with the theme and stocks to own. And we’re talking Blackstone, DR Horton and Domino’s Pizza in Earnings Exchange ..read more

Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy landscape, and health care. Plus, investing opportunities in China, India, and Europe are becoming more attractive to investors. We’ll look at where the biggest risks are. And small-cap stocks are on a historic winning streak, and our market guest thinks they could continue to lead the market for the rest of the year ..read more

Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief market strategist David Zervos joins us with his first take. Plus, we’ll get a live report from Milwaukee as the RNC kicks off and UVA’s Larry Sabato’s reaction to the failed assassination attempt on former President Trump ..read more