Halftime Report

Stocks back in the Green 3/3/23

03 Mar 2023

Contributed by Lukas

The S&P stays on pace to end its 3-week losing streak, Scott Wapner and the Investment Committee debate whether the trend will continue with rates tak...

Rising Rates and Hot Inflation 3/2/23

02 Mar 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss rising rates, sinking earnings, and hot inflation. They debate the implications for stocks and your ...

The March Markets 3/1/2023

01 Mar 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate the markets in March and whether a new month will bring optimism or pain for investors.  Plus, Green...

What March Holds for your Money 02/28/23

28 Feb 2023

Contributed by Lukas

The final day of a down month for stocks, Scott Wapner and the Investment Committee debate what March might bring for your money. Plus, top banking an...

Bracing for more Volatility 2/27/23

27 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee are bracing for more volatility.  What a flurry of new trades could be revealing about the road ahead for s...

Inflation Fears Slam Stocks 2/24/23

24 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss rates on the run and stocks on the retreat as inflation fears roil markets.  Plus, a Call of the Da...

NVIDIA and the Tech Trade 2/23/23

23 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate what NVIDIA means to the NASDAQ after beating earnings and the stock surging.  Is it a must own name...

The Great Debate in the Markets: Retest or Restart 2/22/23

22 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the market will retest the October lows or restart the rally.  Plus, Intel cutting its divid...

The State of Stocks 2/21/23

21 Feb 2023

Contributed by Lukas

Stocks falling sharply as rates continue to move higher, Scott Wapner and the Investment Committee debate whether the early year rally is over. Plus, ...

Moment of Truth for the Consumer 2/17/23

17 Feb 2023

Contributed by Lukas

Frank Holland and the Investment Committee debate the state of stocks with the market under pressure as mixed economic data raises the possibility of ...

Don’t Fight the Fed or Don’t Fight the Tape 2/16/23

16 Feb 2023

Contributed by Lukas

Scott Wapner and the investment committee on the most important debate in the market right now. Plus, the Chart of the Day on one stock dropping after...

Retail Sales & the Rally 2/15/23

15 Feb 2023

Contributed by Lukas

Scott Wapner and the investment committee debate what today’s strong retail report means for the rally, the Fed and hopes of a soft landing. Plus, o...

The Road Ahead For Stocks 2/14/23

14 Feb 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the road ahead for stocks and the impact of today’s CPI report. Wharton Professor Jeremy Siegel joi...

Bracing for Key Inflation Data 2/13/23

13 Feb 2023

Contributed by Lukas

Investors getting ready for the CPI report tomorrow. Scott Wapner and the Investment Committee debate if it’s a make or break moment and what’s at...

The Growth Trade Rollover 2/10/23

10 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate the growth trade rollover and whether the early year rally is on its last legs.  Plus, a Call of the...

The Activism Debate on Wall Street 2/9/23

09 Feb 2023

Contributed by Lukas

Nelson Peltz declares victory and ends his proxy fight with Disney while Dan Love set his sights on Salesforce.  Scott Wapner and the Investment Comm...

Uber, Alphabet and Disney in Focus 2/8/23

08 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the three big stocks we’re watching today, Uber, Alphabet and Disney.  Plus, we’ve got some Cal...

Powell Speaks on Economy & Policy 02/07/23

07 Feb 2023

Contributed by Lukas

Fed Chair Powell speaks about the economy and monetary policy. Scott Wapner and the Investment Committee debate what’s at stake for the markets. Plu...

High Stakes for Stocks This Week 2/6/23

06 Feb 2023

Contributed by Lukas

Fed Chair Powell getting ready to speak following a strong jobs report. Plus, another big week of earnings. Scott Wapner and the Investment Committee ...

The Tech Trade: Poised to Run or Reverse? 2/3/23

03 Feb 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the mega cap misses last night will cause the tech run to stall.  Plus, former Dallas Fed Pr...

Big Tech Earnings and META’s Mega Moment 2/2/23

02 Feb 2023

Contributed by Lukas

The biggest earnings night of the season is upon us with Apple, Amazon, and Alphabet all reporting.  Scott Wapner and the Investment Committee are jo...

FED DAY 2/1/23

01 Feb 2023

Contributed by Lukas

It’s arguably the most important day of this early year for stocks. Scott Wapner and the investment committee debate the state of stocks ahead of to...

Positioning for Earnings & Fed 1/31/23

31 Jan 2023

Contributed by Lukas

The Fed kicks off a 2-day meeting as we get a slew of earnings today. Scott Wapner and the Investment committee debate the trade from here. Plus, one ...

A Huge Week for Your Money 1/30/23

30 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the upcoming Fed Meeting, Jobs Report and Critical Earnings from the biggest tech companies on earth...

The State of the Rally 1/27/23

27 Jan 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the road ahead for stocks, as another critical week looms large. Plus, trades on the day’s big earn...

Stocks and the Resilient Economy 1/26/23

26 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate the road ahead for stocks, on the back of surprisingly strong economic data. Plus, Chevron announcin...

Microsoft Slows: Fallout for Tech 1/25/23

25 Jan 2023

Contributed by Lukas

Microsoft reporting weaker guidance, Scott Wapner and the Investment Committee debate what that could mean for tech and cloud stocks. Plus, Tesla ear...

The Trade Ahead of Microsoft 1/24/23

24 Jan 2023

Contributed by Lukas

Microsoft kicks off earnings for mega-cap tech. Scott Wapner and the Investment Committee debate what’s at stake for tech and for stocks overall. Pl...

Positioning for the Big Week 1/23/23

23 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day ...

Is the Rally Losing Steam? 1/20/23

20 Jan 2023

Contributed by Lukas

The Dow and S&P coming off their longest losing streak in a month, Frank Holland and the Investment Committee debate whether the market is losing stea...

Bull Market or Bear Bounce? 1/19/23

19 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether we’re in a bear market bounce or entering a new bull market. Netflix is the first of the FA...

Chances of Soft-Landing Increasing? 1/18/23

18 Jan 2023

Contributed by Lukas

With stocks about 15% off their October lows, Scott Wapner and the Investment Committee debate if the chances of a soft-landing are growing and what t...

Time to Get Less Bearish? 1/17/23

17 Jan 2023

Contributed by Lukas

The S&P +4% so far this year, Nasdaq +6%. Scott Wapner and the Investment Committee debate whether it’s time to get less bearish following a strong ...

The Risk/Reward for Stocks 1/13/23

13 Jan 2023

Contributed by Lukas

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Inflation Eases Again: Game Changer for Stock? 1/12/23

12 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yard...

Counting Down to the CPI 1/11/23

11 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate what tomorrow’s CPI will mean for the ongoing rally. We’ve got the latest must-see predictions f...

A Pivotal Moment for Stocks 1/10/23

10 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee are on rally watch today as some say stocks have reached a critical point to start the year. Plus, Josh Bro...

Can This Rally Last? 1/9/23

09 Jan 2023

Contributed by Lukas

As stocks are trying to build on last week’s gains, Scott Wapner and the Investment Committee debate the CPI looming large along with the start of e...

Cooler Wages, Hotter Stocks? 1/6/23

06 Jan 2023

Contributed by Lukas

Fears about wage inflation eases. Scott Wapner and the Investment Committee debate what today’s data means for the Fed, stocks and your money. Plus...

Jobs Hot: What Now for Fed & Stocks? 1/5/23

05 Jan 2023

Contributed by Lukas

More strong jobs data sending stocks tumbling. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your ...

Back to the Bottom in 2023? 1/4/23

04 Jan 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the market will revisit the October bottom. Plus, the second day of our Stock Summit is unde...

New Year, New Strategy? 1/3/23

03 Jan 2023

Contributed by Lukas

Coming off the worst year since 2008, Scott Wapner and the Investment Committee debate the year ahead for your money and whether 2023 will provide new...

Goodbye 2022 12/30/22

30 Dec 2022

Contributed by Lukas

Hello, 2023. Scott Wapner and the investment committee debate what the year ahead holds for your money. Plus, the latest portfolio moves from our expe...

The Stretch Run and Beyond 12/29/22

29 Dec 2022

Contributed by Lukas

Scott Wapner and the investment committee debate what the last trading days of the year may hold for your money in 2023. Plus, legendary play-by-play ...

What will 2023 hold for stocks? 12/28/22

28 Dec 2022

Contributed by Lukas

$10 Trillion has been lost in U.S. stocks this year. The worst for your money since 2008. Scott Wapner and the investment committee debate if there wi...

Santa Claus Rally still in the cards? 12/27/22

27 Dec 2022

Contributed by Lukas

The final stretch for stocks. Scott Wapner and the investment committee debate if the Santa Claus rally is still in the cards for your money. Plus, ou...

Is this the Start of the Santa Claus Rally? 12/23/22

23 Dec 2022

Contributed by Lukas

After a volatile and stormy week for stocks, Brian Sullivan and the Investment Committee debate whether today is the start of the Santa Claus Rally am...

Stocks to Retest the Lows? 12/22/22

22 Dec 2022

Contributed by Lukas

The sell-off is back. Brian Sullivan and the Investment Committee discuss if stocks are going to retest lows with the Nasdaq 3% away from its 52-week ...

Santa Claus Rally Still in Play? 12/21/22

21 Dec 2022

Contributed by Lukas

Stocks jumping on the back of results from Nike and Fedex. Brian Sullivan and the Investment Committee discuss consumer confidence data that jumped t...

Rising Rates & Mega-Cap Mauling 12/20/22

20 Dec 2022

Contributed by Lukas

Brian Sullivan and the Investment Committee discuss the surprise move on global interest rates, the mega-cap mauling, and stocks struggling to snap a ...

More Tech Pain Ahead? 12/19/22

19 Dec 2022

Contributed by Lukas

Tech getting wrecked again, building on last week’s big losses. Brian Sullivan and the Investment Committee debate how much more downside there is ...

Stocks into Year-End: Retreat or Rally? 12/16/22

16 Dec 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss this rough week for stocks and what the final ten trading days of the year might bring for your mone...

Hawkish Fed Sinks Stocks 12/15/22

15 Dec 2022

Contributed by Lukas

A big sell-off on Wall Street. Scott Wapner and the Investment Committee discuss how to protect your portfolio amid rising rates and recession fears. ...

Countdown to the Fed: Will Stocks Sink or Surge? 12/14/22

14 Dec 2022

Contributed by Lukas

Scott Wapner and the Investment Committee get ready for the 2pm Fed meeting, what it will mean for your money and the rally. Plus, Tom Lee joins us t...

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

13 Dec 2022

Contributed by Lukas

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...

Will the Fed Send Stocks Surging or Sinking? 12/12/22

12 Dec 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether there’s momentum for a rally and if the Fed is likely to send stocks surging into the end o...

Hot Inflation, Cold Stocks? 12/9/22

09 Dec 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the frustration with inflation as the latest read comes in hotter than expected just as stocks looke...

What Can Reverse the Tech Wreck? 12/8/22

08 Dec 2022

Contributed by Lukas

The Nasdaq on a 4-day losing streak and now down 30% from highs. Scott Wapner and the Investment Committee debate what could stop tech’s big slide. ...

Santa Claus vs. the Grinch: Who Wins? 12/7/22

07 Dec 2022

Contributed by Lukas

Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate whether stocks can mount a rally in the face of the Fed and recessi...

A Directionless December? 12/6/22

06 Dec 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the year-end rally is possible with a directionless December. Plus, Jeffrey Gundlach shares ...

Time to Buy or Sell Stocks? 12/5/22

05 Dec 2022

Contributed by Lukas

Stocks sink. Scott Wapner and the Investment Committee debate whether to buy or sell into year-end. Plus, the committee reveal their latest buy and se...

Will Hot Jobs Cool Stocks? 12/2/22

02 Dec 2022

Contributed by Lukas

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...

Year-End Rally Possible? 12/1/22

01 Dec 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if a year-end rally is still possible on the back of Chair Powell’s comments. Plus, the investment ...

The Powell Countdown 11/30/22

30 Nov 2022

Contributed by Lukas

The market counting down the minutes to Powell’s Fed Speech, Scott Wapner and the Investment Committee discuss the best moves you can make no matter...

The Market’s Apple Problem 11/29/22

29 Nov 2022

Contributed by Lukas

Apple stocks falling again today after a widely-followed analysts says iPhone shipments could be much worse than expected. Scott Wapner and the Inves...

The Market’s Final Stretch 11/28/22

28 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the final stretch for stocks with only five trading weeks left in the year. Will China risks bring ...

Year-End Rally Still on? 11/23/22

23 Nov 2022

Contributed by Lukas

Stocks pushing higher ahead of the Fed Minutes, Dom Chu and the Investment Committee debate the recent rally and whether it can keep going into year-e...

Rally Refresh or Reversal 11/22/22

22 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of stocks and whether the year-end rally stays intact, or a reversal is coming. Plus, gray...

Iger’s Encore: Will it Reignite Disney 11/21/22

21 Nov 2022

Contributed by Lukas

Bob Iger returns to Disney in a surprise move. Scott Wapner and the Investment Committee debate if the move will bring magic back to the stock and if ...

Chasing the Rally 11/18/22

18 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks can rally into year end and beyond. One firm seeing the biggest inflows to stocks in ...

The Bullard Beat Down 11/17/22

17 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the latest hawkish remarks from Fed Member Jim Bullard and what it means for the market. Plus, we’...

What’s Riding on NVIDIA’s Earnings 11/16/22

16 Nov 2022

Contributed by Lukas

One of the most critical earnings reports happening after the bell, NVIDIA is down more than 50% from its highs but up 40% over the past month. Scott...

Cooling Inflation, Rising Stocks 11/15/22

15 Nov 2022

Contributed by Lukas

Stocks rise after another inflation read comes in cooler than expected, Scott Wapner and the Investment Committee debate what it all means for the sta...

Is There Enough Momentum For the Rally? 11/14/22

14 Nov 2022

Contributed by Lukas

The S&P coming off its best week since June. Scott Wapner and the Investment Committee debate whether last week’s historic rally has enough momentum...

The Future of the Rally 11/11/22

11 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate how much stocks can rally after posting an incredible day yesterday. Can it keep going to the end of...

Is the End of Year Rally Back on? 11/10/22

10 Nov 2022

Contributed by Lukas

Inflation cools, markets soar, yields fall. Scott Wapner and the Investment Committee discuss the big jump in stocks after CPI comes in cooler than e...

Positioning Ahead of Another Inflation Print 11/9/22

09 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate what investors do if we get another hot CPI print. BMO’s Brian Belski joins us on the desk to weigh...

Mixed Signals in the Market 11/8/22

08 Nov 2022

Contributed by Lukas

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. ...

Gameplan for the Big Week Ahead 11/7/22

07 Nov 2022

Contributed by Lukas

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 y...

The Road Ahead for Your Money 11/4/22

04 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some finte...

No pivot, No Pause: What Investors Do Now 11/3/22

03 Nov 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish tal...

Positioning Ahead of the Fed 11/2/22

02 Nov 2022

Contributed by Lukas

The Fed getting ready to raises rates again. Scott Wapner and the Investment Committee debate how to position your portfolio from here and whether a F...

Keep Riding this Rally? 11/1/22

01 Nov 2022

Contributed by Lukas

A new trading month gets underway. Dom Chu and the Investment Committee debate if investors should keep riding the rally after October’s big gains. ...

Positioning into Rates Hikes & Biggest Earnings Week 10/31/22

31 Oct 2022

Contributed by Lukas

The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahea...

Time to Rotate Out of Tech? 10/28/22

28 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss if Apple is “The Last FANG Standing.” And whether it’s time to rotate out of tech to value. Pl...

Can Apple and Amazon Save Big Tech? 10/27/22

27 Oct 2022

Contributed by Lukas

Meta is the most recent mega cap stock to participate in the big tech meltdown, Scott Wapner and the Investment Committee debate whether Apple and Ama...

Can Stocks Rally without Tech? 10/26/22

26 Oct 2022

Contributed by Lukas

Alphabet and Microsoft disappoint, but markets move higher. Frank Holland and the Investment Committee debate what their results mean for Meta after t...

The Moment of Truth for Tech Stocks 10/25/22

25 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the latest call from star analyst Dan Ives, calling today’s earnings the moment of truth for tech s...

The Market’s Moment of Truth 10/24/22

24 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital s...

Earnings, Rates & Stocks 10/21/22

21 Oct 2022

Contributed by Lukas

A big rally on the street. Scott Wapner and the Investment Committee debate the next move for stocks after yields hit new highs. Plus, bracing for meg...

Can Good Earnings Overcome Rising Rates? 10/20/22

20 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus ...

Can Good Earnings Keep Stocks Climbing? 10/19/22

19 Oct 2022

Contributed by Lukas

Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good repo...

The Rally: Believe it or Fade It? 10/18/22

18 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the two-day rally for stocks. Should you believe in it or fade it? Plus, Starboard picks up a ‘si...

Can the Rally Last? 10/17/22

17 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the current rally and whether its sustainable. Plus, Small Caps vs Large Caps, the committee debate...

Is the Rally Sustainable? 10/14/22

14 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether earnings in the days ahead will deliver another blow to the bulls. Plus, BMO’s Brian Belsk...

What the Hot CPI Number Means for Stocks 10/13/22

13 Oct 2022

Contributed by Lukas

Another worse than expected CPI number sends stocks tumbling, but then they reversed course into the afternoon. Scott Wapner and the Investment Commi...

Can Stocks Rally with Inflation Roaring? 10/12/22

12 Oct 2022

Contributed by Lukas

Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big opti...

Stocks Rebound from Lows 10/11/22

11 Oct 2022

Contributed by Lukas

A huge rebound for stocks after the S&P hits a new 52-week low. Scott Wapner and the Investment Committee debate if stocks are close to bottoming. Plu...

Is the Rally Done? 10/10/22

10 Oct 2022

Contributed by Lukas

Nasdaq hits a 2-year low. Scott Wapner and the Investment Committee debate whether the rally is done. Plus, JPMorgan’s Jamie Dimon weighs in on rece...

Inflation vs. Recession: What’s the Bigger Risk? 10/7/22

07 Oct 2022

Contributed by Lukas

Another sell-off on Wall Street today after a strong jobs report revives fears about inflation and the Fed’s rate hike Plan. Frank Holland and the ...