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Markets

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Congress trading ETFs: accurate on holdings but light on performance data

Jun 30, 2026

The segment examines ETFs NANC and GOP that track stock trades disclosed by Democratic and Republican members of Congress. It highlights Nancy Pelosi's recent large LEAPs purchase in Intel, contrasts it with the GOP ETF's Intel position, discusses the U.S. government's equity stake in the company, and covers proposed bans on congressional trading. It also references a Reuters investigation into Trump family crypto profits and questions conflicts of interest. Dan Weiskopf of Tidal Financial provides commentary on trends, risks, and returns.

Source: Reuters

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Bloomberg Brief assesses Q2 stock rally, SCOTUS Fed ruling, Hormuz tensions

Jun 30, 2026

Bloomberg Brief recaps global markets ahead of quarter-end, highlighting US stocks on pace for best gains since 2020 amid semiconductor and equal-weight strength, yen at multi-decade lows, European indices, and sharp oil decline. Segments cover Asia/Europe opens, company movers, Iran-US tensions and Hormuz control claims with conflicting statements, Venezuela quake death toll near 1,719, China export policy, Taiwan raids, and SCOTUS decisions preserving Fed independence while expanding Trump authority over other agencies.

Source: Bloomberg Television

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Market Outlook: Korea Spending, Sintra Forum, Earnings Season

Jun 29, 2026

Bloomberg segment discusses recent Korea market volatility driven by a major spending/investment announcement, its spillover to Nasdaq futures and global sentiment, and quarter-end rotations favoring Hong Kong stocks. It covers upcoming event risks including the Sintra ECB forum with Fed Chair Warsh, nonfarm payrolls, options expiries, and a holiday-shortened week, alongside positive July outlook tied to strong Q2 earnings and AI-driven CapEx. Guest analyzes dollar/Eurodollar calls from MS and JPM.

Source: Bloomberg Television

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Rep. Tim Moore sells Cracker Barrel and Harley-Davidson shares in early April 2026

Jun 27, 2026

The segment reports on Republican Rep. Tim Moore of North Carolina selling shares in Cracker Barrel (CBRL) on April 1, 2026, and Harley-Davidson (HOG) on April 7. It notes the amounts in standard disclosure ranges and that both positions were eliminated before May. The video positions itself as tracking elected officials' trades and votes without making accusations.

Source: BlindTrust

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Bloomberg Open Interest analyzes tech selloff, OpenAI IPO delay, oil and geopolitics

Jun 26, 2026

The June 26, 2026 episode of Bloomberg Open Interest covered the fifth consecutive day of equity declines led by tech, Micron's post-earnings pullback, and OpenAI's reported IPO delay to 2027 amid volatility. Segments addressed shipping resuming through the Strait of Hormuz despite tensions, falling oil prices, inflation data, and Fed cut expectations. Guests included Bloomberg's Ed Ludlow and Tyler Kendall, Partners Group's Anastasia Amoroso, economists, and CEOs from I-Pulse, BlackBerry, and Elroy Air. Sourcing relied on named experts, NYT reporting, and real-time market data.

Source: Bloomberg Television

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Bloomberg Daybreak Europe Reports Tech Selloff, OpenAI Delay, Hormuz Incident

Jun 26, 2026

The broadcast covered a broad selloff in Asian tech stocks led by South Korea's KOSPI, Apple's price hikes on products due to chip costs, and an NYT report on OpenAI potentially delaying its IPO. It also addressed a ship incident in the Strait of Hormuz, inflation data impacts on Fed expectations, Qualcomm's data center forecasts, and various corporate and geopolitical stories including UK leadership speculation around Andy Burnham.

Source: Bloomberg Television

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Korean Kospi Tumbles on Chip Selloff; Apple Price Hikes, Investment Plans Cited

Jun 26, 2026

Bloomberg segment examines a sharp selloff in South Korean equities, with the Kospi falling as much as 9% and triggering a trading halt amid heavy declines in Samsung Electronics and SK Hynix. Analysts attribute the drop to a combination of Apple-related concerns, reports that OpenAI might delay its IPO, and announcements of large-scale capital spending by Korean chipmakers alongside the government. The discussion covers knock-on effects to TSMC and Taiwanese suppliers, elevated retail leverage and volatility in Asian markets, and Apple's recent product price increases driven by memory chip shortages. Sourcing relies on unnamed market participants and analysts with references to index levels, company announcements, and implied volatility data.

Source: Bloomberg Television

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Bloomberg MLIV discusses market volatility, Samsung buybacks, Micron earnings

Jun 24, 2026

The segment features Bloomberg analysts discussing recent equity price action, attributing a bounce to Samsung news and highlighting upcoming Micron earnings as a volatility catalyst. Participants debate whether chip-stock froth is healthy or signals a volatile end-stage similar to 1999 or the GFC. One guest argues the market is in a pre-burst phase of an inflating AI CapEx bubble with more volatility ahead. The discussion relies on live commentary and analyst views rather than external guests or primary data graphics.

Source: Bloomberg Television

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Bloomberg Daybreak Europe reviews tech volatility, Iran talks, UK politics

Jun 24, 2026

The segment opened with Asian market losses and European futures, focusing on Micron's after-hours earnings as a key test for tech amid recent selloffs. It covered rising tanker traffic through Hormuz amid US-Iran talks with conflicting statements on frozen assets and nuclear issues, plus Scott Bessent's comments on the Fed. Later segments addressed SpaceX's $25B bond issuance, NATO-Rutte-Trump meetings, Zohran Mamdani's influence in NY primaries, and Keir Starmer's resignation paving the way for Andy Burnham. Additional coverage included German data, a European heatwave, Siemens AI strategy, and Bank of England/ECB policy outlooks.

Source: Bloomberg Television

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Rep. Moore sold $15k-$50k in AT&T on May 21; stock later fell roughly 10%

Jun 22, 2026

The segment reports on stock trades by Rep. Tim Moore (R-NC) and Rep. Ro Khanna (D-CA) in AT&T shares within a three-week window in May 2026. Moore, a member of the House Financial Services Committee, sold between $15,000 and $50,000 worth on May 21. The report states Khanna was buying during the same period and notes AT&T's subsequent 10.2% decline, underperforming the S&P 500 by about 9.5 points.

Source: WIRE capitol

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Wall Street rises as chips rally, oil falls on US-Iran deal

Jun 18, 2026

The Reuters segment recapped the June 18, 2026 close of major US indexes higher, led by the Nasdaq. Oil prices fell sharply on the US-Iran interim agreement extending the April ceasefire by 60 days. It included commentary from an investment chief on lingering inflation effects from prior high energy prices, noted Kevin Warsh’s first press conference as Fed Chair, highlighted Intel’s record jump after a Trump-announced Apple chip partnership, and covered declines in SpaceX and Kroger shares. Markets were set to close Friday for Juneteenth.

Source: Reuters

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Harvard Report: US Household Growth Slows Third Straight Year in 2025

Jun 17, 2026

CBS News segment covers the Harvard Joint Center for Housing Studies' State of the Nation's Housing 2026 report, which documents household growth declining for the third consecutive year to roughly 1 million in 2025 from pandemic-era peaks near 2 million. It interviews managing director Chris Herbert on causes including weaker job growth, low consumer confidence, high housing costs prompting young adults to delay independence, slower population growth from demographics, and reduced immigration.

Source: CBS News

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CBC explains 'mortgage prison' risks for Canadian homeowners facing renewals

Jun 17, 2026

The segment explains how some Canadian homeowners, especially in Toronto, face higher renewal payments from pandemic-era low-rate mortgages while falling home prices limit refinancing or amortization extensions, creating a 'mortgage prison' trap. It uses pandemic rate examples, a $400k mortgage illustration, and Bank of Canada statistics on refinancing trends and LTV ratios. It draws on the Bank of Canada's latest Financial Stability Report for key figures like 70% of refinancers extending terms by six years on average, 9% of Toronto borrowers at risk in 2027, and forecasts of payment increases for 5-year terms expiring soon; notes low overall defaults and that most households adapt.

Source: CBC News

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Morgan Stanley's Wilson Discusses Bull Market, Sector Rotations and Geopolitical Risks

Jun 17, 2026

Bloomberg interview with Morgan Stanley CIO Mike Wilson on the equity bull market's drivers, sector rotations, and resilience to recent events. Wilson emphasizes earnings growth, liquidity trends, and investor focus beyond Middle East tensions and prior tariff concerns. Wilson references Fed policy transitions under new Chair Kevin Warsh, ongoing commodity and tech rotations, and his year-end S&P 500 target of 8,000. Discussion draws on his firm's recent research notes and observed market price action.

Source: Bloomberg Television

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IEA forecasts 2027 oil surplus following Hormuz recovery

Jun 17, 2026

The Reuters segment reports on the IEA's latest monthly oil market report, released June 17, 2026. It covers the expected shift to a significant global oil supply surplus in 2027 following gradual recovery from the Strait of Hormuz closure amid the recent Iran conflict. The report details blocked Middle East output exceeding 14 million barrels per day, forecasts an 8 mb/d supply surge versus 2 mb/d demand growth in 2027, notes downside risks from demining and transit issues, and highlights potential for inventory rebuilding alongside risks of historic lows beforehand. Sourcing centers on the IEA report with references to the recent US-Iran interim agreement.

Source: Reuters

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Reuters market report: Dow records high as S&P, Nasdaq slip; SpaceX rises post-IPO

Jun 16, 2026

The segment covered Tuesday's mixed U.S. equity close, with the Dow Jones Industrial Average rising nearly two-thirds of a percent to a second consecutive record high while the S&P 500 and Nasdaq declined. It highlighted SpaceX shares gaining nearly 5 percent after its recent IPO amid heavy retail buying that briefly pushed its valuation above Amazon and Microsoft. Amol Dhargalkar of Chatham Financial commented on valuation risks for high-growth AI and tech names given uncertain interest rates. Additional moves included Olin shares falling after its all-stock acquisition of Huntsman and Yum Brands rising on its Pizza Hut sale agreement. The report referenced the upcoming Federal Reserve policy decision.

Source: Reuters

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Zillow: Record 242 U.S. cities now have $1M+ starter homes

Jun 16, 2026

The segment reports Zillow findings that a record 242 U.S. cities now have starter homes (lowest third of local values) valued at $1 million or more, up from 80 in 2020. California leads with 105 such cities, followed by New York and New Jersey; Texas, South Carolina, and Wyoming have also gained entries. National typical starter home value is cited near $200,000 versus much higher figures in coastal and Northeast markets.

Source: CBS News

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Bloomberg 'The Close' reviews market pause, Fed, oil and housing

Jun 16, 2026

The broadcast covered the day's market action with the S&P 500 and Nasdaq lower amid a pause after a three-day rally, while the Dow hit a record. Segments examined oil's drop below $80 on Iran ceasefire expectations, broadening equity participation via equal-weight vs cap-weighted indexes, and upcoming earnings. Guests included Liz Saunders of Charles Schwab on sector rotation, Aswath Damodaran on SpaceX valuation, Christopher Merrill on senior and student housing, and others on analyst calls, Yum Brands, the LA World Cup and Fed communications under Kevin Warsh.

Source: Bloomberg Television

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Bloomberg Closing Bell: Tech Weakness Ends S&P Rally Amid Oil Drop, Fed Watch

Jun 16, 2026

Bloomberg anchors Romaine Bostick, Katie Granville, and Carol Massar recap the trading day two minutes before the close. The S&P 500, Nasdaq, and Russell finished lower after a three-day rally, while the Dow rose to a record high on strength in financials and materials. Tech dragged indices lower; oil prices fell sharply on Middle East developments and an upcoming Fed decision. Segments covered individual movers including SpaceX post-IPO, Western Digital, Seagate, Moderna, Southwest Airlines, Lionsgate, exchange operators, Snap, and Tractor Supply.

Source: Bloomberg Television

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Market Panel Analyzes Positioning Near Highs After SPACEX IPO

Jun 16, 2026

CNBC panel discusses market pullback near record highs, momentum across sectors, and implications of the recent SPACEX IPO. Guests cover broadening participation beyond tech, rate environment effects, and portfolio management challenges. Sourcing relies on on-air experts referencing live market data, recent CPI figures, and IPO trading activity. The segment ties together SPACEX enthusiasm, equal-weight index performance, and expectations around the upcoming Fed meeting under new Chair Kevin Warsh.

Source: CNBC Television

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CBS analysis of Trump's Q1 2026 stock trades from ethics filing

Jun 15, 2026

The segment reports a CBS investigation into over 3,600 stock trades in President Trump's accounts during the first three months of 2026, drawn from his May financial disclosure. Total transaction values fell between roughly $200 million and $695 million, concentrated in tech stocks including Apple, Oracle, Amazon, and Microsoft. Reporters discuss possible tax-loss harvesting, note the president's exemption from certain conflict rules, and highlight specific timing around Nvidia, Palantir, Eli Lilly, and UFC-related holdings. The Trump Organization stated trades were handled by independent managers with no family visibility. An interactive CBS data tool is promoted.

Source: CBS News

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Real Estate Stream Covers Iran Deal Market Reaction Housing Data and Mortgage Tips

Jun 15, 2026

The live stream from Real Estate Mindset discusses recent market movements tied to a reported US-Iran peace deal including oil prices stock gains and falling yields. Segments cover CPI inflation data existing home sales inventory prices and mortgage rate pricing sheets with examples of amortization and buyer calculations. The host intersperses news clips data graphics and personal commentary on credit building hyper-local home analysis and open records requests alleging appraisal district errors. Guests and viewers are acknowledged while promoting advocacy materials and forms.

Source: Real Estate Mindset

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Schwab Network discusses US-Iran deal, oil drop, NVDA/MSFT valuations

Jun 15, 2026

The segment features an interview with Ted Thatcher of Bright Light Wealth Management from the NYSE floor. It covers the market's positive reaction to a reported US-Iran peace framework, falling oil prices, persistent but contained inflation, and attractive forward valuations in tech names like NVDA and MSFT amid expectations of easier Fed policy under new Chair Kevin Warsh.

Source: Schwab Network

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Technical Analysis Weighs SPY QQQ Expected Moves Amid VIX Signals

Jun 14, 2026

The video delivers technical analysis of SPY, QQQ, and IWM using daily, weekly, 2-hour, and 30-minute charts. It covers weekly and daily expected-move ranges, potential 2-hour chart rolls or divergences, head-and-shoulders patterns, and a possible Monday pullback before upside continuation. It also examines IWM near annual expected-move levels and VIX behavior ahead of VIX expiration and OPEX.

Source: Money Making Market

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S&P 500 Technical Analysis Warns of Failed Breakout Risk

Jun 14, 2026

The video presents a detailed technical analysis of the S&P 500 on daily and logarithmic charts. It examines a recently broken parallel channel, a retrace bounce, lower lows, and a potential failed breakout that could lead to significant downside. The analyst links the recent bounce to easing oil prices from Iran deal hopes and the SpaceX IPO debut.

Source: Gareth Soloway

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NAR May 2026 sales rise 3.2% but remain near multi-year lows amid affordability crunch

Jun 13, 2026

The video analyzes the June 2026 NAR Existing-Home Sales report showing May 2026 sales at a seasonally adjusted annual rate of 4.17 million, up 3.2% both month-over-month and year-over-year—the highest since December. It notes the median price rose 1.3% to $429,300 and highlights stronger gains at higher price points. The segment contrasts short-term headlines with long-term charts arguing sales volumes remain near historic lows comparable to the 2008-2012 period. It attributes low demand to poor affordability, citing a mortgage cost-to-income ratio near 38%, and discusses seller behavior with a Nashville listing example before promoting Reventure's tools and forecasts.

Source: Reventure Consulting

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Housing Market Data Shows Rising Foreclosures, Modest Sales Uptick

Jun 13, 2026

The video reviews recent U.S. housing data while walking in Tiburon, California. It covers Q1 2026 foreclosure filings from ATTOM data showing increases, May 2026 existing-home sales from NAR, price-tier sales patterns, median price dynamics, Lawrence Yun's long-term forecast, and reasons for market trends. It draws primarily from ATTOM foreclosure reports, NAR sales data, HousingWire, and comments from NAR's Lawrence Yun. The presenter stresses seasonality, affordability pressures, and opportunities for patient buyers rather than FOMO.

Source: Michael Bordenaro

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Cerebras IPO Pops 68% as AI Firms Eye Mega Listings

Jun 13, 2026

The episode analyzes the rebounding IPO market with focus on AI-related debuts. It highlights Cerebras' May 2026 IPO performance, upcoming plans for OpenAI, Anthropic and SpaceX, projected banker fees, and long-term IPO performance statistics. The host provides context on pricing mechanics, oversubscription, lockup periods and investor caution. Sourcing relies on public data, historical studies from Baird and IPOX, SEC filings referenced, and general market analysis with promotional segments for Bet-David Consulting.

Source: Bet-David Consulting

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Broadcom Earnings Analysis: Margin Mix and Guidance Fuel Post-Report Selloff

Jun 12, 2026

The video examines Broadcom's recent quarterly results, identifying the CFO's gross margin guidance of approximately 74% for the next quarter due to a higher mix of AI semiconductor revenue versus higher-margin infrastructure software as the primary trigger for the post-earnings stock decline. It also covers the company's decision to reiterate rather than raise its 2027 AI revenue target above $100 billion, which disappointed investors amid elevated expectations. The segment discusses how operating margins are expected to hold steady at 67% and contrasts the short-term pullback with longer-term gains. The analysis draws directly from the earnings call transcript and management statements, with references to historical performance and peer examples like Apple. No independent experts or additional data sources are featured. The throughline is that strong revenue growth was overshadowed by unmet expectations for margin expansion and raised guidance.

Source: Parkev Tatevosian, CFA

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Secondary Markets Surge as Private Companies Delay IPOs

Jun 7, 2026

All-In Podcast panel with Forge CEO Kelly Rodriguez, Atreides CIO Gavin Baker, and Brad Gerstner discusses the rise of secondary markets in late-stage private companies. Segments cover record transaction volumes, employee liquidity at firms like SpaceX, reasons companies remain private longer, SPV structures, and risks for retail investors entering via platforms or funds. The discussion draws on presenter slides showing VC inflows vs. outflows, secondary premiums, and competition with IPOs/M&A. Sourcing mixes named market data with founder/allocator anecdotes; guests include venture investors and a marketplace operator advocating orderly access via regulated platforms like Forge-Schwab partnerships.

Source: All-In Podcast