Inflation Cools: Game-Changer for Stocks? 12/13/22

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Inflation Cools: Game-Changer for Stocks? 12/13/22

FromHalftime Report

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43 minutes

Released:

Dec 13, 2022

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Podcast episode

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Scott Wapner and the Investment Committee debate if the latest inflation data is a game-changer for a year-end rally. Plus, the committee making moves in financials, industrials and media. They reveal their latest buys. And, we are ready to grade your latest trades.

Released:

Dec 13, 2022

Format:

Podcast episode

Titles in the series (100)

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

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Market Milestone: Nasdaq 15K: Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names. by Halftime Report
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The New Best Performing Sector: Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity by Halftime Report
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The Biggest Correction of the Year?: Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions. by Halftime Report
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Record Highs & Fed in Focus: Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell. by Halftime Report
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Will the Tech Pullback get Worse?: Scott Wapner and the Investment Committee debate whether tech is about to face an even bigger pullback. Plus, legendary investor Lee Cooperman joins us to discuss everything from the market, the Fed, and interest rates. And Later, Pete Najarian shares some Unusual Activity in two big consumer names. by Halftime Report
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The State of Stocks and your Next Move: As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names. by Halftime Report
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Is the Market on the Cusp of a Correction?: Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos. by Halftime Report
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Buy or Beware?: Scott Wapner and the Investment Committee debate the state of stocks and if investors should be buying right now. Plus, Jim vs Jim, the epic debate that Farmer Jim is having with legendary investor Jim Chanos over Wynn Resorts. Who is right and how should you play it? And later, Pete Najarian reveals his latest trades in unusual activity. by Halftime Report
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Rates, The Rotation, and Your Money: As we count down to Q4, Scott Wapner and the Investment Committee debate the biggest factors that will affect your money. What will the Fed do with Rates? How will the rotation affect tech and value stocks? Plus, epicenter stocks are surging, are they a good buy? And later, the Committee share their latest Q4 buys. And, Joe Terranova is selling one red-hot tech names that’s up 80% in the past year, despite bullish calls on the street. by Halftime Report
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U.S. Stocks Downgraded: Time to get Cautious?: Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity. by Halftime Report
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Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report
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Rally on? Or, as good as it gets?: The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy. by Halftime Report
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Stocks Bounce Back: Will it Hold?: Scott Wapner and the Investment Committee discuss the bounce back in stocks and whether it’s time to start buying again. Plus, Jon Najarian is seeing a major bearish signal in one of the FANG names. What it may mean for the stock from here. Plus, Commodities have been getting hammered. Why one member of the committee is buying right now. And, Disney’s CEO says subscriber growth for its streaming service slowed, but the street coming to his defense with some positive notes. Is the recent sell-off in the stock overblown? by Halftime Report
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Where the Money is Flowing: A wild week on Wall Street. Scott Wapner and the Investment Committee debate what the stunning comeback for stocks means for the remainder of the year. Is a year-end rally on the cards? Plus, the committee is making a ton of moves in this market. We’ll reveal their latest buys. And, former Evergrande bond holder Marc Lasry of Avenue Capital joins us to discuss what he’s hearing, if there will be a default and contagion fears. by Halftime Report
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Trust the Rebound?: Stocks rallying today, having their best week since June. Scott Wapner and the Investment Committee debate if this continues and which stocks are worth a look. Plus, should you trust the rebound in the tech trade? And Later, Calls of the Day on Square and Nio, what should you do with these names? by Halftime Report
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Breakout or Breakdown: What’s Next?: Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why. by Halftime Report
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Fleeing the Financials: New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks. by Halftime Report
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Keep Riding the Record Rally?: Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall. by Halftime Report
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Apple’s Big Event: What’s Riding on it: Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile. by Halftime Report
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Making Sense of the Mega Cap Mania 2/23/24: Scott Wapner and the Investment Committee debate the NASDAQ eyeing a new all time high and how best to play the mega cap mania as the group takes another leg higher. Plus, The Committee making some major moves in their portfolio, they reveal them. And later, we’ve go the setup on some key earnings reporting next week. Investment Committee Disclosures by Halftime Report
43 min listen
November Rally 11/30/23: Scott Wapner and the investment committee discuss the best month for stocks in nearly a year and a half. Altimeter Capital Founder and CEO Brad Gerstner joins to discuss technology, AI and the year ahead. The chart of the day is Snowflake. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. Investment Committee Disclosures by Halftime Report
48 min listen
Will Hot Jobs Cool Stocks? 12/2/22: The latest jobs report comes in higher-then-expected. Scott Wapner and the Investment Committee debate what the latest report means for an end of year rally. Plus, a 5-star stocks picker who’s beating the market this year gives us his best plays. And, this stock is on pace for its best week in a month. We’ll reveal it in our Chart of the Day. by Halftime Report
45 min listen
Taper & The Tech Trade: The Fed expected to announce today when it will begin tapering. Scott Wapner and the investment committee debate what tapering and a rising rate environment will mean for the tech and growth trade. Will tapering spark a correction in these stocks? Plus, the committee weigh in with their top taper picks. Also, China tech stocks have been slammed in the past six months. But, a new call today saying these names are “too important to be ignored”. And, Jon Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
Stocks Rebound, is the Worst Behind us? 3/14/23: Scott Wapner and the Investment Committee debate the big rebound in stocks and what’s next for the market. Plus, Ed Yardeni joins us with his reaction to the latest CPI data and what it means to the Fed and the market. And later, Mark Zuckerberg announcing more layoffs at Meta, the Investment Committee weigh in on what it means for the stock and the tech sector. Investment Committee Disclosures by Halftime Report
45 min listen
Judgement Day for Big Tech 4/26/22: The NASDAQ under heavy selling pressure today, fueled by tech. Scott Wapner and the Investment Committee discuss how to position for Microsoft and Alphabet earnings after the bell. How much is riding on it for the markets? Also, the Committee unveil their latest buys and sells. Plus, GM set to report earnings after the bell, the committee take their positions. And later, Pete Najarian reveals his new trades in Unusual Activity. by Halftime Report
43 min listen
Gameplan for the Big Week Ahead 11/7/22: Midterms, CPI, Fed Speakers and Key Earnings. Scott Wapner and the Investment Committee debate all of the big events this week and what it means for your money. Plus, the Committee making some major moves, we dive in to all of them and the reasons why ahead. And later, we cover some Calls of the Day and big consumer names, the Committee take their positions on those stocks. by Halftime Report
44 min listen
Big Earnings Week Ahead 4/22/24: Scott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week. Investment Committee Disclosures by Halftime Report
44 min listen
Making Sense of the Market Moves 10/11/23: Scott Wapner and the investment committee debate the murky road ahead for your money as a key read on inflation comes in hotter than expected. Hightower’s Stephanie Link details her latest portfolio moves. Plus, the panel debates the trades on banks, medical devices and the transports. Investment Committee Disclosures by Halftime Report
46 min listen
Bracing for Big Rate Hike 6/15/22: The Fed set to announce the biggest rate hike in almost 30-years as stocks sit at their lowest levels of the year. Scott Wapner and the Investment Committee debate how investors should be positioning ahead of this historic move. Also, the Committee making a lot of moves in this market. We debate their latest buys and sell. And later, Jon Najarian reveals his latest trades in Unusual Activity. by Halftime Report
45 min listen
Mixed Signals in the Market 11/8/22: Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. Plus, Industrials among the top performers in the past month and one committee members has a new buy in the space. Also, Disney earnings on deck. The committee gets you ready. And later, the list of stocks making stealthy double-digit moves higher. by Halftime Report
45 min listen
Rally for Real? 7/18/22: Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks have found traction and what’s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their latest market moves. by Halftime Report
45 min listen

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Inflation Cools: Game-Changer for Stocks? 12/13/22

Inflation Cools: Game-Changer for Stocks? 12/13/22

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