CNBC's "Fast Money" The S&P’s March Towards A Fresh Record… And Nike Reports Results 6/26/25
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Jun 26, 2025 
In this insightful discussion, Sarah Eisen, a seasoned financial journalist reporting live from the NYSE, breaks down Nike's recent earnings amidst a backdrop of rising stock indices. She delves into the stealth rally in various sectors, particularly the impact of market dynamics on banking stocks. The conversation highlights Nike's strategic shifts in response to challenges in key markets like China, tariffs, and evolving competition in athleisure. Eisen's expert analysis brings clarity to the intricate landscape of consumer trends and investment opportunities.
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Bank Stocks Rally Amid Fed Optimism
- Bank stocks have been rallying quietly since the recent Fed meeting, pushing some to all-time highs like Goldman Sachs and J.P. Morgan.
- The rally is driven by positive stress tests, decent earnings, and regulatory relief.
JP Morgan Ready for Stagflation
- J.P. Morgan expects a possible tariff-induced stagflationary environment but feels well-positioned to handle it.
- Despite risks, the bank's stock trading near all-time highs reflects investor confidence in its resilience.
Limits of Bank Stress Tests
- The current stress tests focus on credit quality, not interest rate shocks like those in 2023.
- Silicon Valley Bank's failure was due to duration mismatch, a scenario not covered by the stress tests.