CNBC's "Fast Money" Netflix, United Airlines Report… And Natural Gas Surges Amid Freezing Temperatures 1/20/26
27 snips
Jan 20, 2026 
Tim Seymour, a savvy market commentator, joins Karen Feinerman, a professional trader, alongside Stuart Kaiser from Citi, and Rich Greenfield, a media analyst. They dive into Netflix's earnings and its bid for Warner Bros, analyzing its strategy amidst fierce competition. United Airlines' strong quarterly performance and insights from CEO Scott Kirby are highlighted. The panel also discusses the surge in natural gas prices due to bitter cold across the U.S. and the market implications of recent sell-offs.
AI Snips
Chapters
Transcript
Episode notes
Tariff Rhetoric Triggers Market Pullback
- President Trump's tariff threats sparked a broad market sell-off and hit major indices hard.
- The move erased year-to-date gains and pushed 10-year yields to their highest since August.
Tariff Plans Face Legal And Diplomatic Uncertainty
- The administration announced phased tariffs tied to Greenland and other foreign dealings but none are yet implemented.
- Uncertainty persists as the measures may depend on pending Supreme Court rulings and diplomatic talks at Davos.
Rising Yields Resemble Emerging-Market Stress
- Rising global sovereign yields and a weakening dollar created a 'sell America' environment across markets.
- That combination mirrors dynamics normally seen in emerging-market crises and raises systemic risk concerns.