Steve Leisman

Dr. Kavita Patel, a former policy director in the Obama administration, shares her insights on the intersection of healthcare and market dynamics. Steve Leisman covers Fed Chair Jerome Powell's latest interest rate update, emphasizing a cautious economic outlook. The discussion also highlights Amazon's surprising move into telehealth, which is impacting Hims & Hers significantly. Both guests delve into the implications of political shifts on public health and how market reactions are shaped by monetary policy uncertainties.

In this discussion, Paul Sankey, an expert in oil market analysis, shares insights on how geopolitical tensions affect oil prices. Steve Leisman dives into the Federal Reserve's debates over potential interest rate cuts, highlighting differing views from key officials. They also explore the implications of a newly passed stablecoin bill and its potential impact on the cryptocurrency market, particularly with Circle’s rising fortunes. Together, they unpack how these elements could reshape the financial landscape this summer.

Jeffrey Gundlach, CEO of Double Line Capital, shares his expert take on the Federal Reserve's latest meeting and its implications for the bond market. He delves into rising inflation and economic forecasts, providing strategic insights for investors. Steve Leisman adds depth with updates on market reactions and economic uncertainties, including concerns around oil prices and military actions in the Middle East. Together, they navigate the complexities of interest rates and the evolving landscape of economic policy.

Steve Leisman, a CNBC reporter, dives into the consequences of the Fed's recent quarter-point interest rate cut, impacting mortgages and loans. Michael Cantopoulos discusses bond market reactions, while RJ Scringe, CEO of Rivian, shares insights on the company's challenging earnings. Chris Benatti elaborates on how AI detected significant financial issues at Super Micro. Courtney Reagan analyzes the Capri Holdings and Tapestry merger, highlighting its broader industry implications. A thought-provoking conversation on finance and technology unfolds!

Steve Leisman, a CNBC reporter known for his sharp analysis of interest rates and the Fed, joins the discussion on consumer resilience heading into the holiday season. The conversation reveals optimism in retail and airline sectors, highlighting notable stock gains. With Election Day approaching, they explore how political dynamics are influencing market movements. Leisman also dives into the challenges facing Ford amid semiconductor tensions and offers insights into banking sector performance as investors strategically navigate the evolving economic landscape.