Jeremy Siegel and Byron Wien disagree over how much the Fed has driven this year's rally.» Read More
CNBC's Bob Pisani says that even though the stock market doesn't seem to be concerned with the sequester, they should. The market, he says, believes an agreement will be reached.
Billionaire investor Carl Icahn says he only buys stocks he believes are undervalued, like Herbalife. He says Ackman's paper on Herbalife contains no expert opinion and the exposure has given him a great opportunity to buy. The interview is followed by a discussion with the FMHR traders.
Interest rates pose the single biggest risk to the bond market, and one top bond fund manager said long bonds will be hardest hit.
Federal Reserve's Sandra Pianalto says that U.S. economy could minimize risk by aiming for smaller sized balance sheet.
David Albrycht, senior portfolio manager at Virtus Investment Partners, discusses the Fed's role in the market and its impact on the yield curve, as well as his strategies for the bond market today. With CNBC's Gary Kaminsky & Carl Quintanilla.
Recent reports of prominent investors shying away from junk bonds have intensified the debate of whether 2013 will be another year of outperformance for the much sought after asset class.
Jim Grant, "Grant's Interest Rate Observer" editor, explains why central bank easing, ultra-low yields and access to corporate and sovereign credit is creating a "soon to be regrettable situation." "Central banks are going from ease to hyper-ease," he says.
The FMHR traders discuss how to play LinkedIn, Lockheed Martin and other stocks requested on Twitter.
Why stocks erases earlier losses, with the FMHR traders. Meanwhile Andrew Garcia-Amaya, JPMorgan Funds, says investors should put money into commodities.
In his daily CNBC.com-only video clip, Art Cashin of UBS talks with Bob Pisani about the stock market, the Japanese yen, and whether the Buffett-Heinz deal will inspire more M&A activity. (2:02)
The U.S. St. Louis Fed Bank President James Bullard said the switch to outright open-ended bond purchases, plus the adoption of thresholds to guide expectations on when the Fed would start to raise interest rates, were making policy more effective.
Investors are being "forced to get back in" the stock market, former General Electric chief Jack Welch told CNBC.
In his daily CNBC.com-only video clip, Art Cashin of UBS talks with Courtney Reagan about the frustration bulls are feeling right now. (1:18)
The deficit was front and center in last night's State of the Union, and with the upcoming sequester looming, Rep. Marsha Blackburn (R-TN), shares her opinions on spending cuts.
"Go to a deserted island so nobody could find me when the results of QE 27 come through" answered Sam Zell, Equity Group Investments chairman, smiling and discussing how he feels about the Fed chairman's economic policies.
Is the U.S. at the mercy of its borrowers and the Fed? David M. Walker, Comeback America Initiative founder & CEO, weighs in.
The Federal Reserve could disrupt markets if it sells lots of mortgage-backed securities when it's time to tighten monetary policy, a Fed president said Tuesday.
What we can expect to hear from President Obama tonight in his State of the Union address, with Rep. Peter Roskam (R-IL). "I'm delighted to be surprised by a sincere bipartisan effort," he says, and "already they're going back into the old Democrat muscle memory."
How to play Regions Financial, Deckers and TBT, with the FMHR traders; and Bill Gurley, Benchmark, says the "monetization on Twitter is going extremely well," in discussing the company's progression. Dan Niles, AlphaOne Capital Partners, weighs in.
Art Cashin talks with Mary Thompson about a variety of topics, including the stock market coming up against a technical "uptrend" line, the "currency war" centering on Japan's yen, and the "SI Swimsuit Cover" market indicator. (2:43)