Economic Forecasting


  • Market expects December taper: Pro  Wednesday, 13 Nov 2013 | 6:43 AM ET

    Sarat Sethi, Douglas C. Lane & Associates, says the market is expecting rates to move higher, and Drew Matus, UBS, thinks investors are expecting a taper in December, but they will be disappointed.

  • Still in a very big bull market: Bernstein  Wednesday, 13 Nov 2013 | 6:43 AM ET

    Richard Bernstein of Richard Bernstein Advisors CEO, says the "fundamentals are still arguing for above average returns."

  • Tomorrow In :30  Tuesday, 12 Nov 2013 | 4:53 PM ET

    What to watch in tomorrow's trading session, with Richard Ina, UBS; Anton Bayer, UP Capital Management; and David Seaburg, Cowen and Company.

  • Ron Sloan: Here comes a correction  Tuesday, 12 Nov 2013 | 12:00 PM ET

    Will rising rates kill the rally? Ron Sloan, Invesco CIO says rates will normalize and it will become about participating in earnings growth. The "Fast Money" traders weigh in.

  • Virgin America CEO on profits, competition  Tuesday, 12 Nov 2013 | 11:53 AM ET

    Virgin America CEO David Cush says his company has led the industry in revenue per available seat mile, and discusses the DOJ suit settlement over the U.S. Airways and American merger.

  • Risk vs. reward of settlement  Tuesday, 12 Nov 2013 | 8:18 AM ET

    CNBC's Andrew Sorkin and IAC Chairman Barry Diller talk about the risk verses the reward of a settlement. Diller says it is better to give in than to be taken hostage and pay a huge fine.

  • Barry Diller: Idea of settlement is a bad concept  Tuesday, 12 Nov 2013 | 8:14 AM ET

    CNBC's Andrew Sorkin and IAC Chairman Barry Diller discuss the heavy fines levied against SAC and JPM. Diller says there is no point in taking money from shareholders and giving it to the government.

  • IAC's Diller: JPMorgan did the correct thing  Tuesday, 12 Nov 2013 | 8:11 AM ET

    CNBC's Andrew Sorkin and IAC Chairman Barry Diller discuss Jamie Dimon and the JPMorgan settlement. Diller says JPM has done an impressive job changing things for the better.

  • Stocks are good, bonds are bad: Pro  Tuesday, 12 Nov 2013 | 8:03 AM ET

    Alec Young, S&P Capital IQ global equity strategist, discusses tapering, the recovery and the Dow's record run. Young says equities are the place to be.

  • Financials still attractive: Pro  Tuesday, 12 Nov 2013 | 7:54 AM ET

    Thomas Lee, JPMorgan chief U.S. equity strategist, would advise clients to allocate money into stocks with reasonable P/E ratios. Lee explains why he really likes financials right now.

  • Some view Bitcoin as gold 2.0: Expert  Tuesday, 12 Nov 2013 | 7:38 AM ET

    Discussing everything bitcoin—including how it works, its value and potential competitors—with Tyler and Cameron Winklevoss of Winklevoss Capital.

  • Fed may begin taper next meeting: Goolsbee  Tuesday, 12 Nov 2013 | 7:03 AM ET

    Former Council of Economic Advisers Chairman Austan Goolsbee discusses when the Fed may decide to taper. "I think there is at least a 50 percent chance the Fed decides to taper at the next meeting," he says. JPMorgan's Thomas Lee, weighs in.

  • Chinese leaders meet over reform agenda  Tuesday, 12 Nov 2013 | 6:38 AM ET

    CNBC's Eunice Yoon reports from Beijing where China's ruling party is preparing to reveal its reform agenda for the next decade. President Xi Jinping is trying to find a way for China to rely on consumption instead of investment.

  • The S&P 500 is up 24 percent in 2013. Thomas Lee, JPMorgan chief U.S. equity strategist, shares his economic forecast for cyclical stocks currently trading at low multiples.

  • Tomorrow In :30  Monday, 11 Nov 2013 | 4:53 PM ET

    What to watch in tomorrow's trading session, with Oliver Pursche, Gary Goldberg Financial, and Pete Benson, Beacon Capital Management.

  • Far from contrarian indicator on retail flows: Pro  Monday, 11 Nov 2013 | 11:38 AM ET

    Where the retail investor is putting their money now, with Sam Stovall, S&P Capital IQ, and Scott Wren Wells Fargo Advisors. "I still don't think we have a majority of retail investors in the market," explains Stovall.

  • WTI will drift weaker into Q4: Pro  Monday, 11 Nov 2013 | 11:06 AM ET

    Calling the next move in oil is Addison Armstrong of Tradition Energy. "I think the markets got a little ahead of themselves last week as Brent was off really sharply," he says.

  • Really hasn't been major hit from shutdown: Hatzius  Monday, 11 Nov 2013 | 10:39 AM ET

    Discussing current economic activity, and the next move for equities, with Goldman Sachs chief economist Jan Hatzius.

  • Baseline for Fed taper is March: Hatzius  Monday, 11 Nov 2013 | 10:38 AM ET

    Goldman Sachs Chief Economist Jan Hatzius says it is "more likely" the Fed will want to begin taper plans as early as March after the chair transition.

  • More risk to bonds than equities: Pro  Monday, 11 Nov 2013 | 10:26 AM ET

    People are buying the dips into year end, explains Jeffrey Solomon, Cowen & Company CEO. "Equities are reasonably valued," he says.