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
This pro trader explains why the bull case for stocks is intact.
CNBC's Becky Quick reports that Standard & Poor's has upgraded its credit outlook for the U.S. to "stable."
CNBC's Steve Liesman & Rick Santelli look at the economic data leading into the week. The CNBC Fed flash poll: When is QE likely to taper? With Ben White, Politico; Dan Colarusso, Reuters; and Joe Weisenthal, Business Insider.
James Paulsen, chief investment strategist, Wells Capital Management, says he believes the market will spend the rest of this year treading water as it continues to digest the recent surge.
CNBC's Ross Westgate reports on all the market moving events from Europe. It was a modestly higher day, after good auto sales data from Germany and in spite of disappointing economic data from China.
Alec Young, global equity strategist at S&P Capital IQ, says the US jobs data was the "goldilocks" number as it was strong enough to allay fears of a soft summer but not so strong to prompt early tapering.
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the global recovery, the "great rotation in performance" and why inflation will remain low and commodity prices will decrease.
Mark Konyn, CEO at Cathay Conning Asset Management (CCAM), discusses JGB market volatility, and whether it will spill over into international markets.
PK Basu, Managing Director & Head of Asia Research & Economics at Maybank Kim Eng says the risk-on, risk-off period for markets is drawing to a close. He expects the Fed to taper off QE from October onwards.
Alastair Newton, Senior Political Analyst at Nomura warns about the rising crescent of chaos in the Middle East, and flags the upcoming Iranian elections as a risk event.
Discussing whether the jobs data might trigger Fed tapering, with John Silvia, Wells Fargo Securities, and Phil Orlando, Federated Investors. Jessica Tarlov, Schoen Consulting; Tony Katz, All Patriots Media Network; and Mark Simone, WOR radio talk show host, weigh in.
We're rich again, but part of why we aren't feeling all that wealth has to do with inflation and population growth.
One nerdy nugget out of May's jobs data that will make you look really smart at this weekend's cocktail party, with CNBC's Steve Liesman.
CNBC's Rick Santelli discusses bond prices and yields.
As the market moves higher on May's jobs data, Treasury prices take a hit. Jeff Kilburg, KKM Financial, and Joe Tanious, JPMorgan Funds, discuss.
What today's jobs data means for Fed policy and the economy, with CNBC's Steve Liesman.
Paul Richards of UBS discusses whether today's payroll number is good enough for the Fed to discuss at its next meeting.
CNBC's Bob Pisani and Art Cashin, of UBS, discuss the day's jobs number, which seems to have been just right for the markets. We got lucky, he says, when the S&P hit 1,598 and turned around. You can't dismiss the "buy the dippers," he says.
The expectation from Goldman Sachs is that the Fed will announce its plan to taper asset purchases in December, Jan Hatzius, Goldman's chief economist, told CNBC Friday.
"The new funds rate is bond purchases,' explains James Bianco, Bianco Research president, talking with CNBC's Rick Santelli about why he doesn't believe the Fed will pull back on its bond-buying program.