Richard Fisher

Richard Fisher, a CNBC contributor and former Dallas Fed President, shares insights on the upcoming Federal Reserve decision amid a cooling stock market. He discusses the implications of Fed Chair Jerome Powell's announcements for market direction. With earnings season underway, the conversation shifts to Novo Nordisk's anticipated report, and a healthcare analyst highlights the potential challenges from tariffs and political pressures on the weight loss drug sector. Fisher also explores broader economic concerns and trade uncertainties that could impact market dynamics.

Samir Samana from Wells Fargo Investment Institute shares insights on market performance and future trends. Steve Leisman updates listeners on Treasury borrowing antics and their implications. Deirdre Bosa discusses Alphabet’s strategy amidst a competitive advertising landscape, while Richard Fisher dives into monetary policy impacts. The conversation navigates tech earnings expectations, market dynamics with rising yields, and the potential shift towards mid-cap stocks, all while addressing the delicate balance of investor sentiment in these changing times.