Rick Santelli

Rick Santelli, a CNBC correspondent renowned for his insights into the bond market, shares his seasoned perspective with Cem Karsan. They delve into the effects of central bank policies on market dynamics and the troubling loss of honest signals in trading. Santelli warns of the potential breaking points in housing and credit markets, revealing how zero interest rates and unchecked incentives could lead to economic crises. His anecdotes from the trading floor offer a nostalgic yet cautionary view of the current financial landscape.

Tom Lee, Head of Research at Fundstrat Global Advisors, shares his optimistic take on U.S. equities despite Moody’s recent credit downgrade. Rick Santelli, CNBC’s on-air editor, delves into the implications for market dynamics and consumer confidence. They discuss Walmart’s responses to tariffs and the tension with government policy. Additionally, the spotlight shines on Nvidia’s AI advancements and the historic listing of Coinbase in the S&P 500. The conversation wraps up with updates on Trump’s tax bill and the state of political and economic challenges.

Rick Santelli, CNBC's market expert, dives into riveting discussions with Microsoft President Brad Smith, who reveals the company's ambitious $4 billion AI workforce strategy. They explore how AI is reshaping job roles and market valuations, with Citi's Drew Pettit justifying a bold 6300 year-end S&P target rooted in AI growth. The conversation also touches on Apple's leadership shifts and strategies for navigating supply chain challenges, while examining the potential impacts of tariffs on your morning coffee.

Rick Santelli, an on-air editor for CNBC, and Tom Lee, Head of Research at Fundstrat Global Advisors, delve into Moody's downgrade of the U.S. credit rating, igniting discussion on market reactions and the 30-year yield spike. They dissect President Trump's remark about Walmart "eating the tariffs" and explore the implications for retailers. The conversation also covers Nvidia's latest AI innovations, highlighting the strategic partnerships shaping tech's future, and insights into JP Morgan's Investor Day and the financial landscape.

Adam Parker, founder and CEO of Trivariate Research, elaborates on equity strategy amid trade war worries. David Miracle, chief U.S. economist at Goldman Sachs, dives into recession risks as trade tensions escalate. Rick Santelli reports alarming dips in consumer sentiment, reflecting wider market implications. They discuss China's retaliatory tariffs on U.S. goods and the effects on stocks and bonds. Additionally, insights from major banks reveal consumer spending trends and the current state of the bond market, showing both challenges and resilience.