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.

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.

David Zervos, Chief Market Strategist at Jefferies, analyzes the surge in Nasdaq and Tesla's impressive stock performance, stressing the implications for investor sentiment. Brian Ronholm discusses pressing food safety concerns linked to an E. coli outbreak, while Steve Leisman and Brian Sullivan delve into consumer sentiments regarding election outcomes. Robert Frank provides insights on how luxury brands face challenges after a merger blockage, illustrating the shifting dynamics in both the economy and the market landscape.

In this engaging discussion, Bill McDermott, Chairman and CEO of ServiceNow, elaborates on their strong earnings and ambitious AI projects. Elon Musk shares insights on Tesla's better-than-expected profits, while analysts Colin Lang and Tom Moran dissect the company’s performance and growth prospects. CNBC reporters Phil LeBeau and Steve Leisman provide updates on the airline industry and survey findings, revealing the impact of 'election uncertainty' on consumers and markets. The conversation is a compelling blend of corporate strategy and economic insights.