This is a good time to look outside of the U.S. for investment opportunities, says Russ Koesterich, BlackRock, sharing his investment strategies on where to invest in 2014. All emerging markets are not equal, Koesterich warns.» Read More
Bill Gross, PIMCO co-CIO, explains why the Fed's qualification of a "sustainable economy" is important in understanding their economic strategies, with Jason Trennert, Strategas Research Partners; James Bianco, Bianco Research; and CNBC's Jeff Cox.
Discussing whether hopes for Fed stimulus or the cyclical rally are dictating investments today, with Jason Trennert, Strategas Research Partners; Joe Quinlan, U.S. Trust; and CNBC's Bob Pisani.
Platinum continues to escalate on South African unrest, and stimulus hopes in the U.S. are driving gold prices higher, reports CNBC's Sharon Epperson.
General Growth popped after Bill Ackman asked the company to put itself up for sale, with CNBC's Courtney Reagan. Meanwhile the FMHR traders discuss whether trouble is brewing in the coffee trade.
Deutsche Bank cuts Baidu's price target to $137 from $186, with CNBC's Courtney Reagan. Andy Busch, BMO Capital Markets, explains whether you should sell the euro on the rally. And Will Duff Gordon, Markit Research, warns of value traps.
Discussing whether now is the time to take some money off the table, with the FMHR traders. Simon Baker, Baker Avenue Asset Management, weighs in. Also, CNBC's Courtney Reagan takes a look at Hewlett-Packard.
CNBC's Bob Pisani and Art Cashin, of UBS, discuss the likelihood of QE3. The market is trying to figure out the form it would take and whom it would help, says Cashin. There's also concern things have been pushed out to October with Greece. "Nervousness is back," he adds.
Thomas Averill, Managing Director at Rochford Capital, says the Australian dollar will be hit hard by China's economic growth slowing much more than expected as HSBC's flash PMI data fell to its lowest level in nine months.
The markets reacted after the Fed minutes, with Art Hogan, Lazard Capital Markets, and Brian Wesbury, First Trust Advisors. "I hope Ben Bernanke uses Jackson Hole to put the blame back where it belongs -- on Congress, on the president, on spending, on regulation and taxes," says Wesbury.
Arjuna Mahendran, MD & Head of Investment Strategy Asia, HSBC Private Bank thinks the Fed, ECB & possibly the PBOC will act in concert and provide the markets with some good news over the next few weeks.
The markets react to the FOMC minutes, and a preview of Hewlett-Packard's earnings, with Stephanie Link, TheStreet.com and Peter Costa, Empire Executions.
This is the fourth straight year where the U.S. has had deficits of over $1 trillion, reports CNBC's Eamon Javers. And the CBO says that if Congress doesn't deal with the fiscal cliff before the end of the year, we will have a recession next year, although the deficit would shrink.
The Fed is discussing maintaining forward guidance through September, reports CNBC's Steve Liesman. Chris Rupkey, Bank of Tokyo-Mitsubishi, provides perspective.
Shares of Michael Kors are popping 24 percent since Stephen Weiss's bearish call July 31. The FMHR team discusses what happened.
Tony Dwyer, Canaccord Genuity, says the summer rally has room to run, adding that fears over Europe and the fiscal cliff are already priced into the market.
How to trade on Facebook's growing pains, with Aswath Damodaran, NYU Stern School of Business and the FMHR traders, in spite of questions about the company's management.
CNBC's Mary Thompson and Art Cashin, of UBS, discuss the lack of specifics from Europe and whether Draghi has the support of Germany's Merkel. Cashin also discusses yesterday's reversal and what it means to the markets. The question, he says, is how far do they pull back.
Randy Kroszner, former Federal Reserve Governor, weighs in on whether the Fed should be audited just like everyone else. "The Fed is already audited by the big accounting firms, so their data is out in the public," he says.
Will Oswald, Global Head of FICC Research, Standard Chartered explains why investors may be sitting on the sidelines instead of getting into the markets.
The FMHR traders offer their final trades.