Ken Leon

Ken Leon, Director of Equity Research at CFRA Research, analyzes big bank earnings and market trends amidst a positive investor outlook. David Kelly, Chief Global Strategist at JPMorgan Asset Management, shares insights on inflation and the labor market, revealing workers' reluctance to seek raises despite economic growth. They discuss the interplay between productivity and fiscal stimulus, the banking sector's robust performance, and how current policy uncertainties shape the economic landscape.

Guests Ken Leon, Gene Munster, and Tony Crescenzi discuss bank earnings, iPhone sales slowdown, Tesla, market outlook, and risks of geopolitical conflict. Topics include sector dispersion in equity markets, tech M&A outlook, Fed's stance on inflation, Live Nation antitrust suit, setting artist fees, and Ticketmaster legal issues.

Ken Leon, Director of Equity Research at CFRA, shares insights on the current state of bank earnings amid a volatile market. He discusses President Trump's recent comments regarding Federal Reserve Chair Jerome Powell and the potential impact of political pressures on monetary policy. The conversation also delves into how gains from bank earnings could shape future market dynamics and investor confidence, all while exploring the broader implications of interest rate decisions in light of inflation trends.

Ambassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio previews the upcoming RNC and emphasizes the need for bipartisan unity following the recent assassination attempt. Ken Leon of CFRA analyzes Goldman Sachs earnings.

Ken Leon discusses Disney earnings, Steve Eisman talks rate cuts and recession outlook, Frances Donald highlights concerns of a hard landing in China. They cover various economic topics such as AI adoption impact, Disney's strategic focus, investment services ads, energy consumption, global taxation trends, and superstar concerts popularity.

Peter Tchir questions US exceptionalism, Veronica Clark on Fed's interest rate path post-soft jobs data, Ken Leon downgrades Live Nation. Discussions on US market performance, geopolitics, simplicity in financial planning, labor market trends, future bug impact, inflation trends, regulatory challenges in the ticketing industry, and lending standards in the economy.

Ken Leon, Neil Dutta, and Jill Carey Hall discuss potential earnings surprises in the banking sector, Fed rate cut prospects, and the impact on small-cap stocks. Topics include credit loss provisions, economic outlook, inflation dynamics, and navigating uncertainty in the market.

Herman Chan discusses the recent downgrade of NYCB and its implications for the US banking system. Trend analysis and the Magnificent Seven stocks are explored, along with the use of AI in investment. The rising popularity of psychedelic mushrooms for therapy is discussed, as well as the effects of gummies and mushrooms, 'dry January', and the launch of a new streaming service.

Ken Leon breaks down big bank earnings. Hayley Berg shares travel outlook. Joel Weber and Eric Balchunas discuss Businessweek Magazine story on ETFs. Katy Kaminski Drive to the Close.

Gerard Cassidy and Ken Leon discuss bank earnings results, with JPMorgan reporting record NII and Citi disappointing. Norman Roule talks about the airstrikes in Yemen. Mohamed El-Erian shares his outlook on global markets. Michael Nathanson examines the sports streaming industry.