Steve Leisman

Joining the discussion is Steve Leisman, a Senior Economics Reporter for CNBC, who brings deep insight into the Federal Reserve's role amidst political turmoil. They dive into Trump's controversial campaign for influence over the Fed and the economic ramifications of his actions. The conversation critiques Trump's unorthodox pardons and their implications on justice integrity. There’s also a humorous reflection on outdated fears contrasted with current political dilemmas, and the mayors of major cities weigh in on federal overreach and urban safety.

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, Steve Leisman, a CNBC reporter focused on the legal ramifications of President Trump's move to dismiss Federal Reserve Governor Lisa Cook, shares insights on the implications for the Fed's independence. Joining him is Rebecca Kelly Slaughter, an FTC Commissioner who has faced similar threats, detailing her own legal struggles. Together, they explore the fallout of potential presidential overreach, the economic uncertainties affecting consumer confidence, and what these developments mean for market stability.

Join Adam Parker, Founder of Trivariate Research, Steve Leisman from CNBC, and Keith Lerner of Truist Wealth as they dive into the current market dynamics. They debate whether the market is just catching its breath or has stalled. Key topics include navigating stagflation, the labor market's resilience, and investor sentiment towards 'meme stocks.' Plus, they discuss Disney's upcoming earnings, the challenges facing ESPN in streaming, and AMD's success in AI, highlighting the evolving investment landscape.

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.

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.

Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.