Halftime Report

Your Second Half Playbook 6/29/22

29 Jun 2022

Contributed by Lukas

With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your secon...

What’s Priced into Stocks? 6/28/22

28 Jun 2022

Contributed by Lukas

Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final st...

Bear Rally or Bottoming? 6/27/22

27 Jun 2022

Contributed by Lukas

Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a b...

The Rally on Wall Street 6/24/22

24 Jun 2022

Contributed by Lukas

Listen to CNBC breaking news coverage of the Supreme Court’s historic ruling overturning Roe v Wade. Plus, Frank Holland and the Investment Committ...

The Fed & Your Money 6/23/22

23 Jun 2022

Contributed by Lukas

Fed Chair Powell continues his testimony on Capitol hill today. Frank Holland and the Investment Committee break down his remarks and take some posit...

Powell on the Hill 6/22/22

22 Jun 2022

Contributed by Lukas

Fed Chair Powell testifies before lawmakers on the economy. Melissa Lee and the investment committee debate what investors do from here. Plus, the com...

Stocks are cheap, but is it Time to Buy? 6/21/22

21 Jun 2022

Contributed by Lukas

Stocks rallying after posting their worst week since March 2020. Melissa Lee and the Investment Committee debate whether stocks are cheap enough and w...

When Will the Selling Stop? 6/17/22

17 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate when the selling will stop as stocks are on pace for the 10th negative week in the last 11. Brian Be...

Protecting Your Portfolio 6/16/22

16 Jun 2022

Contributed by Lukas

Stock hit new lows with the Dow falling below 30,000 for the first time since late January 2021. Scott Wapner and Investment Committee debate how to ...

Bracing for Big Rate Hike 6/15/22

15 Jun 2022

Contributed by Lukas

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 Com...

Navigating the Volatility 6/14/22

14 Jun 2022

Contributed by Lukas

The Fed kicks off a two-day meeting on rates. Scott Wapner and the Investment Committee debate what a bigger rate hike would mean for stocks and how i...

The Great Stock Shock 6/13/22

13 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the great stock shock as markets sink to new lows for the year. How much more pain is ahead? Plus, ...

Inflation Fears: Protecting Your Portfolio 6/10/22

10 Jun 2022

Contributed by Lukas

Inflation hotter than feared. Scott Wapner and the Investment Committee debate when prices will peak, how to position your portfolio from here and if ...

Resilient or Ready to Break Down? 6/9/22

09 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to position your portfolio ahead of tomorrow’s big inflation read. Plus, Josh Brown reveals his...

Can Stock Continue to Climb? 6/8/22

08 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if stocks can continue to climb higher and how to position ahead of this Friday’s crucial inflation...

The Great Margin Squeeze 06/07/22

07 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss Target’s big warnings and what it means for retail, consumer and corporate earnings. Plus, Wall St...

Time to Trust the Rally?

06 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rally in stocks and why some market analysts say it’s poised to continue. Plus, the Committe...

Trouble Ahead for Big Tech? 6/3/22

03 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the viability of tech stocks in this market after a star analyst raises new worries about Apple. Plu...

Stocks Closer to a ‘Buy’ than ’Sell’? 6/2/22

02 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if stocks are now closer to a buy than a sell. Plus, Microsoft cuts it guidance. Are more earnings re...

June Swoon for Stocks? 6/1/22

01 Jun 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate what June will hold for Stocks after a volatile, but ultimately flat May. Plus, Mark Fisher of MBF T...

Trust the Recent Rally? 5/31/22

31 May 2022

Contributed by Lukas

Melissa Lee and the Investment Committee debate whether the recent run is a bear market rally or something more meaningful. BTIG’s Jonathan Krinsky...

Can Stocks Keep Rallying? 5/27/22

27 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if the move in stocks is sustainable as stocks look to break multi-week losing streaks. Plus, one to...

Is The Bounce Sustainable? 5/26/22

26 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether this bounce is sustainable after the market finally breaks the longest weekly losing streak i...

The State of the Tech Trade 5/25/22

25 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of the tech trade as NVIDIA earnings loom large this afternoon. Plus, Ed Yardeni of Yarde...

Oh Snap! Long-Awaited Rally Doomed? 05/24/22

24 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether Snap’s outlook and plunge in socials stocks have derailed the long-awaited rally. Plus, Bes...

Is a Sustained Bounce Possible? 5/23/22

23 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a short-term rally is possible after the Dow’s eight straight week loss. Plus, financials ...

The S&P Enters a Bear Market 5/20/22

20 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate when the selling will stop as the S&P officially enters a bear market on an intraday basis. Plus, is ...

Is the Bottom Getting Closer? 5/19/22

19 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate how close the market is to a bottom as the Dow hits a new intraday low today. Plus, Jim Lebenthal fi...

Is the Bear Bounce Dead? 5/18/22

18 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the retail blow-up just crushed the bear market bounce in its tracks. Plus, the Mega Cap Tec...

Is a Rally Coming? 5/17/22

17 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the evaporating rally and why stocks can’t seem to gain traction and go higher. Also, what Walmart...

Bear Bounce Coming? 5/16/22

16 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the market with the Dow coming off seven straight weeks of losses. Is a bear bounce com...

The Great Big Bounce: Are we Going Higher? 5/13/22

13 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rebound in stocks and if you can trust in this bounce. BTIG’s Jonathan Krinsky joins us to we...

Mega Cap Meltdown in an Unsettled Market 5/12/22

12 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate this unsettled market as mega caps continue falling. Are stocks getting ready for a rally or is more...

Is a Market Bottom Close? 5/11/22

11 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee go bottom hunting and debate whether the worst of the selling is behind us. Is it OK to buy stocks again? ...

Searching for a Bottom 5/10/22

10 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee search for a bottom in the market following multiple days of selling. Plus, Cathie Wood taking a stake in G...

How Much More Pain is Ahead? 5/9/22

09 May 2022

Contributed by Lukas

Melissa Lee and the Investment Committee debate how much bad news has now been baked into the market, and how much more pain is ahead for stocks. Plus...

Navigating the Volatility 5/6/22

06 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the best way to navigate the market turmoil and quality stocks that look like bargains now. Plus, saf...

Protecting Your Portfolio 5/5/22

05 May 2022

Contributed by Lukas

A massive sell-off after a massive rally. Scott Wapner and the Investment Committee debate how to protect yourself from all the volatility. Brian Bel...

The Market’s Moment of Truth 5/4/22

04 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the market with a historic fed decision dropping today. What needs to happen for stocks...

The True State of Stocks: Is the Bottom In? 5/3/22

03 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the correction has run its course and the bottom is in. Plus, Alitmeter Capital’s Brad Ger...

New Month, New Risks? 5/2/22

02 May 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks are in for better days as the Fed looms and the market braces for more volatility. Pl...

Big Tech in the Books: What’s Next for Stocks 4/29/22

29 Apr 2022

Contributed by Lukas

Big tech earnings drawing to a close and a rough month comes to an end. Scott Wapner and the Investment Committee debate the road ahead for your money...

Moment of Truth for Tech 4/28/22

28 Apr 2022

Contributed by Lukas

Apple reports earnings after the bell. Scott Wapner and the Investment Committee debate how to position your trades headed into the results and discu...

The Unsettled Market 4/27/22

27 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the real state of tech as mixed earnings come out of the biggest names, with even more earnings relea...

Judgement Day for Big Tech 4/26/22

26 Apr 2022

Contributed by Lukas

The NASDAQ under heavy selling pressure today, fueled by tech. Scott Wapner and the Investment Committee discuss how to position for Microsoft and Alp...

How to Navigate the Volatility 4/25/22

25 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss all the negative news in the market from Fed Fears to China and COVID. Plus, earnings season gets i...

Hawkish Fed & Stocks 4/22/22

22 Apr 2022

Contributed by Lukas

A Fed fueled sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much 50 and 75 basis point rate hikes are priced into this...

Netflix: Buy vs. Bail 4/21/22

21 Apr 2022

Contributed by Lukas

Hedge fund titan Bill Ackman bailing on Netflix, but Josh Brown and Jon Najarian are buying. Scott Wapner and the investment committee debate what’...

A Nightmare on Wall Street: Netflix Crushed 4/20/22

20 Apr 2022

Contributed by Lukas

Netflix shares plunging after reporting its first subscriber loss in more than 10-years. But, Josh Brown is buying the stock! Scott Wapner and the Inv...

Rising Rates & Earnings: How to Position Your Portfolio 4/19/22

19 Apr 2022

Contributed by Lukas

Rates hitting new highs and earnings front and center. Melissa Lee and the Investment Committee discuss how investors navigate this market now. Plus, ...

Peak Inflation Pullback For Stocks? 4/18/22

18 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a deeper pullback is coming after a recent inflation relief rally. A widely-watched market te...

Twitter Takedown? What it means for the Stock 04/14/22

14 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate Elon Musk’s attempt to buy Twitter. What does it mean for the stock and how should you play it? P...

Time to Get Bullish on Stocks? 4/13/22

13 Apr 2022

Contributed by Lukas

Inflation is still surging. Scott Wapner and the Investment Committee discuss if it’s actually time to get bullish on stocks now. Plus, the Committ...

Has Inflation Peaked? 4/12/22

12 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether today’s CPI Read equals peak inflation like many influential market watchers are saying. P...

When Will the Tech Wreck End? 4/11/22

11 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterate...

Rates Shock & Stocks 4/8/22

08 Apr 2022

Contributed by Lukas

Melissa Lee and the Investment Committee debate what the rates shock means for stocks, as a key yield benchmark hits a new high. Plus, is it safe to b...

Bad News Now Priced In? 4/7/22

07 Apr 2022

Contributed by Lukas

Melissa Lee and the Investment Committee discuss the 50-basis point rate hike and quantitative tightening on the horizon. Is the bad news now priced ...

Fed Game-Changer for Stocks? 4/6/22

06 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if the Fed is about to change the landscape for stocks. Also, Citi and Goldman hitting new lows as th...

Stocks Ignoring Big Fed Headlines 4/5/22

05 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if the stock market is ignoring major headlines from a prominent Fed member about reducing the balanc...

Is the Bear Bounce Ending? 4/2/22

04 Apr 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the bear market rally is coming to an end, and how you should trade it, Jonathan Krinsky join...

The New Quarter: Rally or Reversal 4/1/22

01 Apr 2022

Contributed by Lukas

As the market starts a new quarter, Scott Wapner and the Investment Committee debate whether stocks continue to rally or are we seeing the start of a ...

March Powers, April Sours? 3/31/22

31 Mar 2022

Contributed by Lukas

The major averages on pace for their first positive month of the year. Scott Wapner and the Investment Committee debate the great bounce-back in March...

Apple Nears Market Milestone 3/30/22

30 Mar 2022

Contributed by Lukas

As Apple closes in on a three trillion dollar valuation, Scott Wapner and the Investment Committee debate whether this is a sign of the rally’s stre...

Recession Watch? 3/29/22

29 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if a key indicator is signaling a recession. Plus, has the commodities trade peaked? And later, Pete ...

The Remarkable Resilience of Stocks 3/28/22

28 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether it is time to get more bullish in the face of an ever-growing wall of worry. Plus, Jonathan ...

New Highs Next for Tech? 3/25/22

25 Mar 2022

Contributed by Lukas

With tech titans on a tear, Scott Wapner and the Investment Committee debate whether new highs are ahead for the sector. Plus, 5-star fund manager Ke...

The Shifting State of Stocks 3/24/22

24 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the trajectory of the market as the Dow is still on pace for a weekly loss. A big divide amongst the...

The Rally, Rates, and Risk to your Money 3/23/22

23 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rally and risks to it. Bullish sentiment is on the rise with multiple analysts calling for S&P ...

Is the Worst Over? 3/22/22

22 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the worst is over for stocks and if you can trust the recent rally. Plus, the Committee is al...

Reliable Rally or Bear Bounce? 3/21/22

21 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the hottest question in the market right now, are we experiencing a bear market bounce or is this a r...

Best Week of the Year for Stocks 3/18/22

18 Mar 2022

Contributed by Lukas

As the best week for stocks this year comes to a close, Scott Wapner and the Investment Committee discuss if the damage is mostly done. Plus, Adam Par...

Time to Add Risk Again? 3/17/22

17 Mar 2022

Contributed by Lukas

It’s shaping up to be the best week of the year for stocks. Scott Wapner and the Investment Committee debate a new note dropping from JPMorgan’s M...

Positioning Ahead of the Fed 3/16/22

17 Mar 2022

Contributed by Lukas

The Federal Reserve getting ready to raise rates today for the first time since December 2018. Scott Wapner and the Investment Committee discuss how i...

Stocks at a Tradable Bottom?

15 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if stocks are close to a tradable bottom and if it’s safe to start nibbling at some of the beaten d...

Apple Key to the Market?

14 Mar 2022

Contributed by Lukas

Apple trading at a key support level. Scott Wapner and the investment committee debate what it would mean for the broader markets if Apple falls below...

Get Bullish? Or Stay Cautious?

11 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if it’s time to start buying now as one Committee member begins putting money to work in this marke...

Can Stocks Sustain a Rally?

10 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a rally in stocks is just getting started. Plus, GE CEO Larry Culp joins us on GE’s invest...

The Big Bounce: Time to Get Back In?

09 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the big bounce in stocks today is a signal to get back in. Plus, legendary commodity trader ...

Buying Opportunity Ahead?

08 Mar 2022

Contributed by Lukas

Markets on edge following the worst day in the market in more than a year. Scott Wapner and the Investment Committee debate if there’s more downsid...

Wall St. Worries

07 Mar 2022

Contributed by Lukas

Stocks plunge again and a number of firms on the street cutting their year-end targets for the S&P 500. Scott Wapner and the investment committee deba...

Time to Get Bullish or Cautious?

04 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether it’s time to get bullish, or cautious, on stocks. Plus, Apple shareholders meeting today. T...

The Big Call on Stocks & Tech

03 Mar 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate Citi’s huge call on the markets, the firm taking U.S. stocks and tech back to overweight, has the m...

Jay Powell Testifies: We Break it Down

02 Mar 2022

Contributed by Lukas

As Jay Powell testifies before Congress, Scott Wapner and the Investment Committee debate what it means for interest rates and the market. Steve Lies...

Navigating the Sell-Off

01 Mar 2022

Contributed by Lukas

A big mid-day sell-off on Wall Street. Scott Wapner and the Investment Committee discuss the best way to ride out the volatility. Plus, banks getting ...

The Big Debate: Is the Bottom In?

28 Feb 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the big question in the market, is the bottom in? The Committee all weigh in with their thoughts. P...

Buy the Big Reversal?

25 Feb 2022

Contributed by Lukas

Melissa Lee and the investment committee debate if yesterday’s big reversal in stocks is signaling a bottom and if it’s time to start buying overs...

Protecting Your Portfolio in the Turmoil

24 Feb 2022

Contributed by Lukas

Markets fall deeper into correction territory as Russia invades Ukraine. Melissa Lee and the Investment Committee debate the best way to protect your...

Stocks Close to the Bottom?

23 Feb 2022

Contributed by Lukas

S&P moves deeper into correction territory. Brian Sullivan and the Investment Committee discuss if stock are close to a bottom or if there’s more to...

Managing Volatility Amidst a Crisis

22 Feb 2022

Contributed by Lukas

Brian Sullivan and the Investment Committee debate the best strategy to protect your portfolio as the escalating crisis in Ukraine unfolds. Plus, Jon...

The Volatile Road Ahead

18 Feb 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the volatile week for stocks as the Fed, Rates, and Russia impact investor sentiment. Plus, Shake S...

Exclusive: ARK’s Cathie Wood

17 Feb 2022

Contributed by Lukas

ARK’s Cathie Wood joins Scott Wapner and the Investment Committee to discuss her investment strategy, the critics, and the stocks in her portfolio t...

Navigating the ‘Eye of the Storm’

16 Feb 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate a call from top technician Jonathan Krinsky that stocks are in the ‘Eye of the Storm.’ How shoul...

Inflation Hot: Risk On Anyway?

15 Feb 2022

Contributed by Lukas

Russia tensions ease, but more bad news on inflation. Melissa Lee and the Investment Committee debate what investors do from here. Is it time to go ‘...

Rising Rates and Russia: How to Trade it

14 Feb 2022

Contributed by Lukas

Melissa Lee and the Investment Committee navigate the rising rate environment and the uncertainty in Europe with Russian troops amassing on Ukraine’...

Great Rate Debate: 20 or 50?

11 Feb 2022

Contributed by Lukas

Scott Wapner and the investment Committee debate if the Fed will raise by 25 or 50 basis points in March, on the back of hot inflation data and rising...

Hotter Inflation & 2% Yield

10 Feb 2022

Contributed by Lukas

Hot inflation coming in hotter than expected and yields on the 10-year note hitting 2%. Courtney Reagan and the Investment Committee debate if the Fed...

Is the Bottom in for Stocks?

09 Feb 2022

Contributed by Lukas

Scott Wapner debates a big call from one member of the Investment Committee, saying stocks won’t retest the January lows. Plus, the Committee making...

Meta Meltdown: What to do with Facebook

08 Feb 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the fallout in Facebook, another Committee member bailing on the stock. We ask Stephanie Link, who ...

Mega-Cap Trade After Earnings

07 Feb 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to play the mega-cap trade now that the FANG+ names have all reported earnings. Plus, Scott grill...

Jobs, Rates & Stocks

04 Feb 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and whether that will have any effect on the number of rate h...