BlackRock's Ben Powell says the "new nominal", where yields haven't risen as much as expected given inflation expectations, is providing a positive environment for risk.
Bill Smead of Smead Capital Management explains why he sees inflation rising in the coming years and his stock picks to play that theme.
Marci McGregor, Bank of American managing director, says she doesn't expect to see inflation anytime soon. She would prioritize stocks over bonds and leans more toward cyclical stocks. She joins 'Closing Bell' to discuss the market outlook.
Anastasia Amoroso, J.P. Morgan Private Bank head of thematic strategy, says we're now in the reflation side of the business cycle, which predicts higher inflation and rate expectations. She joins 'Closing Bell' to discuss the market outlook.
Bill Lee, chief economist at the Milken Institute, and Dana Peterson, chief economist at The Conference Board, talk with CNBC's Brian Sullivan about the outlook for the U.S. economy.
CNBC's Steve Liesman reports on the highlights from Federal Reserve Chairman Jerome Powell's testimony on Capitol Hill before the Senate Banking Committee.
Federal Reserve chairman Jerome Powell testifies on Capitol Hill before the Senate Banking Committee. Senator Richard Shelby (R-Ala.) raises inflation concerns and asks how Powell sees the U.S. economy comparing to the global economy.
Federal Reserve chairman Jerome Powell testifies on Capitol Hill before the Senate Banking Committee. Senator Patrick Toomey (R-Pa.) asks Powell about asset valuations and if there is a link between the liquidity the Fed is providing and the unprecedented asset prices like GameStop and bitcoin.
Ed Yardeni, Yardeni Research president, and Abdur Nimeri, Northern Trust Asset Management institutional multi-asset programs head, joins 'Squawk on the Street' to discuss if they agree with the bond market's sentiment and what they expect to hear from Federal Reserve Jerome Powell at his Senate Banking Committee hearing.
Federal Reserve Chairman Jerome Powell will testify before the Senate Banking Committee on Tuesday with his semi-annual monetary policy report. Senator Pat Toomey (R-PA) joined "Squawk Box" ahead of the hearing to discuss what he's expecting from the hearing as well as weigh in on President Joe Biden's coronavirus relief efforts.
Jon Adams of BMO Global Asset Management discusses the potential effects of the flood of money from the U.S. stimulus package. He thinks the U.S. dollar will trend modestly lower, and expects emerging markets to benefit from this weakness.
Jim Paulsen, Leuthold Group, joins 'Power Lunch' to discuss the state of the markets, whether he is concerned about the rising rates and how he feels about the tech sector.
Jonathan Fine, Goldman Sachs, joins 'Closing Bell' to discuss the rise in yields, whether he thinks they're growing too quickly and inflation concerns.
PGIM's David Hunt explains why he agrees with the Fed's view that the current inflation hike is 'transitory', and hence not a major concern for the markets now.
Jurrien Timmer of Fidelity Investments says it is likely that there will be some inflation in the U.S. but he is not concerned about this becoming a structural issue.