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02:50 PM |
How to Manage Tariff Uncertainty |
https://www.youtube.com/watch?v=AHZvVngyh-A |
Bloomberg Technology |
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youtube.com |
Tariff talk is causing long-term damage for investors, and they need to take guidance with a “huge grain of salt,” says global market strategist Anna Rathbun. She speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology. |
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02:46 PM |
Expectations of Fed rate cut by early summer fade |
https://www.marketwatch.com/story/expectations-of-fed-rate-cut-by-early-summer-fade-9c83d2ac |
Market Watch |
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marketwatch.com |
A rate cut at either the Federal Reserve's May or June meeting seems more unlikely Thursday after the most prominent dovish member of the U.S. central bank suggested he was in no hurry to move. |
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02:40 PM |
Rotation Underway |
https://seekingalpha.com/article/4777839-rotation-underway |
Seeking Alpha |
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seekingalpha.com |
This analysis ranks S&P 500 members by a variety of metrics, placing them into ten equal sized groups. We show the 38 S&P 500 stocks that managed to buck the trend and rise from Liberation Day until Monday's close. |
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02:35 PM |
CNBC's Stock Draft 2025: Wall Street Bound picks Vistra in first-round |
https://www.youtube.com/watch?v=nj1_WE-05Uo |
CNBC Television |
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youtube.com |
Wall Street Bound's Matthew Nunez and Trang Tran. join 'Power Lunch' to discuss their stock pick. |
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02:31 PM |
It's 'crystal clear' that tariffs could hit growth in the short term, ECB's Knot says |
https://www.youtube.com/watch?v=uocqrNxaNXo |
CNBC International TV |
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youtube.com |
Klaas Knot, president of the DNB and ECB governing council member, discusses the monetary policy outlook, inflation and more on the sidelines of the IMF Spring Meetings. |
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02:29 PM |
EXCLUSIVE: These Emerging Markets Are The Calm In The Tariff Storm |
https://www.benzinga.com/25/04/44991625/exclusive-these-emerging-markets-are-the-calm-in-the-tariff-storm |
Benzinga |
 |
benzinga.com |
As global markets spiral from fresh tariff hikes, some emerging markets defy the chaos—surviving and thriving. |
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02:15 PM |
The stock market is looking oversold as earnings season gets underway |
https://www.marketwatch.com/story/the-stock-market-is-looking-oversold-as-earnings-season-gets-underway-e699e2f0 |
Market Watch |
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marketwatch.com |
The S&P 500 index SPX chart continues to show a pattern of lower highs and lower lows, which is a downtrend and a bearish sign. Still, the broad market remains oversold in many aspects, and the bulls are trying to find a foothold. |
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01:53 PM |
3 ways investors can manage market volatility, budgeting for burnout, credit vs debit cards |
https://www.youtube.com/watch?v=Q2JQ1im_Ha0 |
Yahoo Finance |
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youtube.com |
Wealth anchor Brad Smith breaks down the latest financial news to help build wealth for March 24, 2025. First, President Trump's trade war uncertainty continues to weigh on markets. |
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01:50 PM |
NASDAQ 100 – Is the Current Rally Just a Bounce or a New Bull Run? |
https://www.fxempire.com/forecasts/article/nasdaq-100-is-the-current-rally-just-a-bounce-or-a-new-bull-run-1514186 |
FXEmpire |
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fxempire.com |
A break above $19,235 can target $21,400. Once that price level is reached, the index can decide whether to continue rallying or if that was all she wrote for a bounce. |
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01:30 PM |
U.S. Brand ‘at Risk,' Says Hedge Fund Billionaire and Trump Supporter. What He Means. |
https://www.barrons.com/articles/ken-griffin-trump-us-risk-tariffs-hedge-fund-e529ed39 |
Barrons |
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barrons.com |
Ken Griffin, who is the founder and CEO of hedge fund Citadel and said he voted for Donald Trump, had choice words for the president and the impact his administration's policies are having on financial markets. |
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01:27 PM |
It's possible markets will retest lows: NYSE strategist |
https://www.youtube.com/watch?v=ZhEVD6rgtek |
Yahoo Finance |
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youtube.com |
Markets (^GSPC, ^IXIC, ^DJI) are trying to stabilize after a recent stretch of volatility, with the S&P 500 carving out a potential trading range between recent lows and post-tariff reprieve highs. NYSE senior market strategist Michael Reinking joins Morning Brief to break down what this could signal for a possible retest of the 200-day moving average. |
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01:15 PM |
‘There will be no deal between US and China': Strategist |
https://www.youtube.com/watch?v=JdmYFJu0SNg |
Yahoo Finance |
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youtube.com |
Market optimism is fading as trade talks between China and the US stall. Simplify Asset Management chief strategist and portfolio manager Michael Green and MacroLens managing principal and chief strategist Brian McCarthy join Catalysts to explain what's driving the trade standoff. |
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01:07 PM |
Jobless Claims Remain ‘Relatively Subdued' Despite Businesses' Tariff Concerns |
https://www.pymnts.com/economy/2025/jobless-claims-remain-relatively-subdued-despite-businesses-tariff-concerns/ |
PYMNTS |
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pymnts.com |
Businesses may be feeling cautious because of uncertainty around tariffs, but they are generally not laying off workers. |
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01:07 PM |
NYSE's most famous trader uses these indicators to navigate ‘economic terrorism' |
https://www.marketwatch.com/story/nyses-most-famous-trader-uses-these-chart-indicators-to-navigate-what-he-calls-economic-terrorism-4b097fe6 |
Market Watch |
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marketwatch.com |
Peter Tuchman, a prominent New York Stock Exchange floor trader who's been known for his photogenic facial expressions, calls the mixed messaging out of the White House “economic terrorism.” |
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01:05 PM |
Markets react kindly to latest tariff back and forth |
https://www.youtube.com/watch?v=XSqCixSTHWA |
The Street |
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youtube.com |
A new WSJ report claims tariffs on China could be cut by more than half. Transcript: Markets reacted kindly to the Wall Street Journal's report that President Trump is considering scaling back tariffs on China. |
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01:02 PM |
China Trade War: 4 Big-Brand Stocks That Will Suffer Most |
https://www.benzinga.com/25/04/44988897/china-trade-war-4-big-brand-stocks-that-will-suffer-most |
Benzinga |
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benzinga.com |
The average tariff rate on Chinese goods entering the United States is currently over 145%, far higher than anything President Donald Trump introduced during his first term and a rate that already has severe economic effects. |
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12:53 PM |
Things Aren't Looking Good |
https://seekingalpha.com/article/4777695-things-arent-looking-good |
Seeking Alpha |
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seekingalpha.com |
Financial markets are highly volatile due to global trade wars and erratic policies, prompting a shift to safer assets like gold and short-term T-Bills. GDPNow predicts a 2.2% contraction, driven by import front-loading, signaling potential economic pain and a possible recession if Q2 also goes negative. |
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12:53 PM |
What Should You Expect During A Bear Market For Stocks? |
https://seekingalpha.com/article/4777749-what-should-you-expect-during-bear-market-for-stocks |
Seeking Alpha |
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seekingalpha.com |
The market has since partially rebounded since Apr. 8 and has pared the current drawdown to a milder 13.9% decline from the peak. Every bear market is unique in that the relevant factors reflect the specific economic and financial conditions at a single point in time. |
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12:16 PM |
Equity Markets Are Mispricing Recession And Bear Market Risks |
https://seekingalpha.com/article/4777670-equity-markets-are-mispricing-recession-and-bear-market-risks |
Seeking Alpha |
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seekingalpha.com |
Recent developments have reinforced our conviction that the U.S. economy is hurtling towards a recession, if not already in one. Although the current pullback in the S&P 500 vindicates our bearish call in March for an imminent 10%–15% correction, we note that the economic outlook has deteriorated even further since then. |
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12:16 PM |
US existing home sales fall more than expected in March |
https://www.foxbusiness.com/economy/us-existing-home-sales-fall-more-than-expected-march |
Fox Business |
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foxbusiness.com |
Home sales dropped 5.9% last month to a seasonally adjusted annual rate of 4.02 million units, the National Association of Realtors said on Thursday morning. |
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11:48 AM |
China says US trade talks have not started, tariffs weigh on earnings guidance |
https://www.youtube.com/watch?v=0qzdtZs0vEo |
Yahoo Finance |
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youtube.com |
Morning Brief anchors Madison Mills and Brad Smith break down the latest financial news for April 24, 2025. Consumer-facing companies report earnings, we look at tariff impact, demand pressure, and why market growth has slowed. |
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11:47 AM |
J.P. Morgan's Camporeale: We believe this will take GDP growth to ~1 but do not expect recession |
https://www.youtube.com/watch?v=ESd7kiEjxNY |
CNBC Television |
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youtube.com |
Phil Camporeale, J.P. Morgan Asset Management portfolio manager, joins CNBC's 'Money Movers' to discuss market outlooks, how to position, and more. |
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11:46 AM |
Fed officials argue for patience while gauging tariff impact |
https://www.reuters.com/sustainability/boards-policy-regulation/fed-officials-argue-patience-while-gauging-tariff-impact-2025-04-24/ |
Reuters |
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reuters.com |
Federal Reserve officials speaking in television interviews on Thursday indicated they see no urgency for a change in monetary policy as they seek more information to determine how the Trump administration's trade tariffs are affecting the economy. |
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11:40 AM |
Stocks Rise On News Trump Might Hold The Line |
https://seekingalpha.com/article/4777675-stocks-rise-on-news-trump-might-hold-the-line |
Seeking Alpha |
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seekingalpha.com |
In just two days, the S&P 500 climbed 4.2% and the Nasdaq 5.3% on the strength of two presidential promises: Fed Chair Powell keeps his job, and tariffs on China may come down. S&P's April flash composite PMI missed expectations and year-ahead outlooks are skimming pandemic-era lows, but there's still a faint pulse of growth. |
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11:33 AM |
Wedbush's Dan Ives: The only safety in tech right now is software |
https://www.youtube.com/watch?v=4M_ymuGDeIQ |
CNBC Television |
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youtube.com |
Dan Ives, Wedbush Securities analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on the tech sector, what he's seeing in research, and more. |
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11:30 AM |
S&P 500 Earnings Recession Forecast Amid Trump-Tariffs Fallout |
https://www.investors.com/news/economy/sp-500-earnings-recession-forecast-trump-tariffs-fallout/ |
Investors Business Daily |
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investors.com |
Deutsche Bank strategists slashed their S&P 500 earnings forecast by 15%. |
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11:12 AM |
Home sales slump at start of crucial spring buying season as high mortgage rates and rising prices deter buyers |
https://nypost.com/2025/04/24/business/home-sales-fall-5-9-in-march-biggest-drop-since-2022/ |
New York Post |
 |
nypost.com |
Home prices increased on an annual basis for the 21st consecutive month, although at a slower rate. |
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11:05 AM |
US stocks tick up as investors hope for progress on trade talks |
https://nypost.com/2025/04/24/business/us-stocks-tick-up-as-investors-hope-for-progress-on-trade-talks/ |
New York Post |
 |
nypost.com |
Investors remained hopeful for progress on lower tax rates, even after China said there are no ongoing discussions with the US on tariffs. |
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11:04 AM |
Fed's Waller on Tariffs, Labor Market and Rate Cuts |
https://www.youtube.com/watch?v=JHKpmkuyQv0 |
Bloomberg Markets and Finance |
 |
youtube.com |
Federal Reserve Governor Christopher Waller discusses the impact of the Trump administration's tariff policy on the US economy and Fed monetary policy. He speaks with Mike McKee on "Bloomberg Open Interest. |
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11:04 AM |
Treasury chief Bessent's briefing to private bank event draws scrutiny |
https://www.marketwatch.com/story/treasury-chief-bessents-briefing-to-private-bank-event-draws-scrutiny-5ab4c96c |
Market Watch |
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marketwatch.com |
Treasury Secretary Scott Bessent's talk at an off-the-record and invitation-only event sponsored by JPMorgan Chase & Co. has drawn scrutiny this week from those who think the Trump administration should take greater care about making market-moving comments. But experts say Bessent didn't violate any rules and that the customs and conventions around such private talks are murky. |
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10:43 AM |
Cleveland Fed president: Uncertainty is weighing on businesses and their planning |
https://www.youtube.com/watch?v=xZssvedm_mI |
CNBC Television |
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youtube.com |
In her first broadcast interview since taking the reins at the Cleveland Fed, Beth Hammack noted the high level of uncertainty now and did not commit to a specific course of action regarding interest rates. |
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10:33 AM |
March existing home sales miss |
https://www.youtube.com/watch?v=VdgZdILSWDA |
CNBC Television |
 |
youtube.com |
CNBC's Diana Olick joins 'Squawk on the Street' with the latest housing data to cross the tape. |
|
10:26 AM |
Sales of existing homes in March posted their biggest monthly decline in more than two years |
https://www.wsj.com/economy/housing/home-sales-march-2025-drop-mortage-rates-1f9a6047 |
WSJ |
 |
wsj.com |
Many buyers, spooked by rising economic uncertainty, stayed away from the housing market during the start of the crucial spring season. |
|
10:25 AM |
30Y-10Y Yield Spread Adds Pressure to SPX, Weighing Crude's Strength |
https://www.youtube.com/watch?v=GREtn7WBgEY |
Schwab Network |
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youtube.com |
According to Kevin Green, technicals point to more downside action, but any news flow can change that instantly. He continues to eye the 5,400 level on the SPX as an area bulls need to pass to sustain upside momentum. |
|
10:17 AM |
Housing market stalls as homeowners struggle to sell |
https://www.marketwatch.com/story/housing-market-stalls-as-homeowners-struggle-to-sell-e8680067 |
Market Watch |
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marketwatch.com |
Sales of existing homes fell in March to a six-month low as buyers pulled back from the market in the face of uncertainty about the economy and jobs. |
|
10:11 AM |
Tariffs give Europe an opportunity to assert itself as a superpower, central bank governor says |
https://www.cnbc.com/2025/04/24/europe-can-assert-itself-as-superpower-amid-tariffs-ecbs-kazks.html |
CNBC |
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cnbc.com |
The uncertainty around trade tariffs is complex but a period of uncertainty also provides Europe with an opportunity to assert itself as an economic and geopolitical superpower, the governor of the Bank of Latvia told CNBC Thursday. "With all this uncertainty and vulnerability, this is also the time of opportunities for Europe," Mārtiņš Kazāks, who is also a member of the governing council of the European Central Bank said. |
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10:02 AM |
Home Sales in March Fell 5.9%, Biggest Drop Since 2022 |
https://www.wsj.com/economy/housing/home-sales-in-march-fell-5-9-biggest-drop-since-2022-1f9a6047 |
WSJ |
 |
wsj.com |
Many buyers, spooked by rising economic uncertainty, stayed away from the housing market during the start of the crucial spring season. |
|
10:00 AM |
Home sales last month dropped to their slowest March pace since 2009 |
https://www.cnbc.com/2025/04/24/march-home-sales-drop.html |
CNBC |
 |
cnbc.com |
Sales of previously owned homes in March fell 5.9% from February. Inventory was up nearly 20% from a year earlier. |
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10:00 AM |
How To Trade SPY And Top Tech Stocks As Jobless Claims Edge Higher |
https://www.benzinga.com/markets/equities/25/04/44981097/how-to-trade-spy-and-top-tech-stocks-as-jobless-claims-edge-higher |
Benzinga |
 |
benzinga.com |
Good Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA. |
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09:52 AM |
Fed's Hammack calls for patience in assessing what impacts tariffs will have on the economy |
https://www.cnbc.com/2025/04/24/feds-hammack-calls-for-patience-in-assessing-what-impacts-tariffs-will-have-on-the-economy.html |
CNBC |
 |
cnbc.com |
In her first broadcast interview since taking the reins at the Cleveland Fed, Hammack noted the high level of uncertainty now and did not commit to a specific course of action regarding interest rates. A former Goldman Sachs executive, Hammack said she is sensitive to market movements but only in how they affect broader economic conditions. |
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09:52 AM |
China denies trade talks with U.S. |
https://www.youtube.com/watch?v=mlwjfD3w8gY |
CNBC Television |
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youtube.com |
CNBC's Eunice Yoon joins 'Squawk on the Street' to discuss the latest details on China's response to U.S. tariffs. |
|
09:46 AM |
Bridgewater hedge fund warns Trump policies could induce a recession |
https://www.cnbc.com/2025/04/24/bridgewater-hedge-fund-warns-trump-policies-could-induce-a-recession.html |
CNBC |
 |
cnbc.com |
Recent policy changes such as tariffs create "exceptional risks to US assets," Bridgewater said. |
|
09:30 AM |
Watch CNBC's full interview with Cleveland Fed President Beth Hammack |
https://www.youtube.com/watch?v=4e1p_l2S3_A |
CNBC Television |
 |
youtube.com |
CNBC's Steve Liesman and Cleveland Fed President Beth Hammack joins 'Squawk Box' to discuss the state of the economy, impact of policy uncertainty, recession concerns, the Fed's inflation fight, rate path outlook, and more. |
|
09:19 AM |
Cleveland Fed President Beth Hammack: The uncertainty is really weighing on businesses |
https://www.youtube.com/watch?v=HHlIHa0asaY |
CNBC Television |
 |
youtube.com |
CNBC's Steve Liesman and Cleveland Fed President Beth Hammack joins 'Squawk Box' to discuss the state of the economy, impact of policy uncertainty, recession concerns, the Fed's inflation fight, rate path outlook, and more. |
|
09:08 AM |
Leveraged equity ETFs popular as investors bet on market recovery |
https://www.reuters.com/business/finance/leveraged-equity-etfs-popular-investors-bet-market-recovery-2025-04-24/ |
Reuters |
 |
reuters.com |
Leveraged equity exchange-traded funds have seen a surge in inflows this month as some investors seek to position for amplified gains when markets recover from a selloff induced by U.S. President Donald Trump's trade tariffs. |
|
09:05 AM |
Orders for big-ticket items like autos and appliances surged 9.2% in March in rush to beat tariffs |
https://www.cnbc.com/2025/04/24/orders-for-big-ticket-items-like-autos-and-appliances-surged-9point2percent-in-march-in-rush-to-beat-tariffs.html |
CNBC |
 |
cnbc.com |
So-called durable goods orders soared a seasonally adjusted 9.2% on the month, up from a 0.9% gain in February and well ahead of the Dow Jones forecast for a 1.6% increase. In other economic news Thursday, the Labor Department reported that initial claims for unemployment insurance rose to a seasonally adjusted 222,000. |
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09:04 AM |
US durable goods orders soar on aircraft bookings in March |
https://www.reuters.com/business/aerospace-defense/us-durable-goods-orders-soar-aircraft-bookings-march-2025-04-24/ |
Reuters |
 |
reuters.com |
Orders for long-lasting U.S. manufactured goods surged in March on strong demand for commercial aircraft, but activity elsewhere was muted, likely as businesses exercised caution against the backdrop of a darkening economic outlook caused by tariffs. |
|
09:02 AM |
Tariffs, trade and the shipping squeeze: What the latest data tells us about the cost of uncertainty |
https://www.proactiveinvestors.co.uk/companies/news/1070133 |
Proactive Investors |
 |
proactiveinvestors.co.uk |
By the time the cargo cranes swing into position over the Port of Los Angeles in early May, they'll be lifting a little less steel than usual. UBS data suggest import volumes into the US West Coast could fall by as much as 35% compared to last year, driven by trade tensions and a fresh round of tariffs. |
|
09:00 AM |
March durable goods orders top expectations, best since July 2024 |
https://www.youtube.com/watch?v=rku5bUhvSp8 |
CNBC Television |
 |
youtube.com |
CNBC's Rick Santelli joins 'Squawk Box' to break down the latest economic data to cross the tape. |
|
08:47 AM |
U.S. Jobless Claims Rise Slightly |
https://www.wsj.com/economy/jobs/u-s-jobless-claims-rise-slightly-a8f73cad |
WSJ |
 |
wsj.com |
In the week through April 19 there were 222,000 initial jobless claims, compared with 216,000 a week earlier. Economists had been forecasting 220,000 initial claims. |
