Jon Hilsenrath, The Wall Street Journal, thinks the Fed could taper in the next few weeks. He feels comfortable that whatever the Fed does at the December meeting, Bernanke and Yellen agree on.» Read More
Jason Goldberg, Barclays analyst, discusses JPMorgan's London Whale report and the results of the Fed's stress test for banks.
Brennan Hawken, director of Equity Research at UBS, tells CNBC that Citigroup and Bank of America are the big stress test winners, while JPMorgan and Goldman Sachs still have work to do.
CNBC's Kayla Tausche reports which banks got their capital plans approved by the Fed, and which banks got rejected.
Guy Wolf, global head of market analysis at Marex Spectron says the rally in equities was followed by a small rally in commodities initially, but some of those markets dropped sharply not long afterwards. He now believes commodities will go up to bring them more into line with equities.
Bill Smith, CEO & Senior Portfolio Manager at SAM Advisors, reacts to the Fed's stress test on U.S. banks, and explains why banks will continue to be hobbled by stringent regulations.
President Obama made a return to the Senate for a meeting with the GOP Senate Conference. Robert Costa, National Review; Sen. John Hoeven, (R-ND); Steve McMahon, Purple Strategies; and Jim Pethokoukis, American Enterprise Institute, discuss.
Talk to any bear and they'll tell you there's a good reason to be skeptical of the rally.
CNBC's Kayla Tausche reports JPMorgan Chase is raising its Q2 dividend to $0.38 from $0.30 per share, and has announced a $6 billion buyback plan.
Reacting to the capital reports on the banks is Anton Schutz, Mendon Capital. "The reason most of the [bank stocks] are up year to date is because the capital markets are very strong," he says.
American Express is raising its dividend and buying back stock after being approved by the Fed in terms of its capital plans, reports CNBC's Maria Bartiromo.
CNBC's Kayla Tausche reports the Fed has released its key report card on the nations' banks, and looks closely at how the stocks are reacting.
Anticipating a key report from the Fed, with Sheila Bair, former FDIC Chair and Christy Romero, TARP Special Inspector General.
Stocks could end the week with a record close in the S&P 500, setting up the index for a run at its all time high in the not too distant future.
Frederic Mishkin and John Taylor faced off against James Grant and Steve Forbes on monetary policy.
In his daily CNBC.com-only video clip, Art Cashin of UBS talks with Bob Pisani about the stock market's lack of enthusiasm as it slowly rallies to new highs. (2:34)
CNBC's Kayla Tausche provides a preview of the likely outcome from the Fed's stress tests for banks.
Rick Santelli on country downgrades, central banks printing money, and debt buybacks. (2:52)
Jeffery Harte, Sandler O'Neill; and David Trone, JMP Securities, discuss whether investors are likely to see banks up their dividends and share buybacks after the Fed releases its latest round of stress test results after the closing bell.
The dollar fell from a seven-month high against a basket of currencies on Thursday as some traders bet it may have rallied too quickly.
Joseph Trevisani, Worldwide Markets, provides the inside track on global currency trends, and explains why the U.S. dollar is showing strength at this time.