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Economic Forecasting

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  • Will Earnings Trump the Fed?     Monday, 8 Jul 2013 | 3:30 PM ET

    Alcoa kicks off the earnings season today after the closing bell. Nich Raich, The Earnings Scout; CNBC's Ron Insana; and Greg Ip, The Economist, discuss whether earnings data will overcome taper talk and the Fed.

  • Earnings Ahead, Time to Get Nervous?     Monday, 8 Jul 2013 | 1:04 PM ET

    Thomson Reuters estimates second-quarter blended EPS growth at 2.9 percent, reports CNBC's Seema Mody.

  • What to Own Now?     Friday, 5 Jul 2013 | 4:03 PM ET

    The hottest market opportunities amid volatility, with Jordan Waxman, Hightower; Stephanie Link, TheStreet; Ryan Detrick, Schaeffer's Investment Research; and CNBC's Rick Santelli.

  • A look at all the latest economic data including housing, manufacturing and jobs, with Barry James, James Advantage Funds president. "We find that earnings go up, and stock prices go up after a cut in spending by the U.S. government," he says.

  • Under-Owned Market: Hodges     Wednesday, 3 Jul 2013 | 1:02 PM ET

    Discussing the biggest opportunities in the market right now, with Michael Yoshikami, Destination Wealth Management; Tim Courtney, Exencial Wealth Advisors; Craig Hodges, The Hodges Fund; and CNBC's Amanda Drury.

  • Market Check Ahead of the Close     Wednesday, 3 Jul 2013 | 12:57 PM ET

    The market has found its way into positive territory ahead of today's early close. Stephanie Link, TheStreet, and Rich Peterson, Standard & Poor's Capital IQ, discuss their forecasts for the second half of the year.

  • What's Driving the Economy?     Tuesday, 2 Jul 2013 | 7:15 PM ET

    CNBC's Larry Kudlow dissects 3 bullish data points out today, including factory orders that jumped more than 2 percent in May. Is the economy better, and when will the Fed taper? Frank Sorrentino, ConnectOne Bancorp; Steve Ricchiuto, Mizuho; Peter Kenny, Knight Equities; and Bob Lutz, author of "Car Guys vs. Bean Counters."

  • Tomorrow In :30     Tuesday, 2 Jul 2013 | 4:53 PM ET

    Eyeing tomorrow's shortened trading session, with Frank Braddock, JHS Capital Advisors, and Sahak Manuelian, Wedbush Securities.

  • Stocks Up 24% In a Year?     Tuesday, 2 Jul 2013 | 4:15 PM ET

    Bank of America Merrill Lynch says the market will be up 24 percent 1 year from now. CNBC's Jeff Cox and Jonathan Burton, MarketWatch, provide perspective.

  • Is the Sequester Pro-Growth?     Monday, 1 Jul 2013 | 7:15 PM ET

    The Washington Post found President Obama's "doomsday predictions" in regards to the sequester never came true. Steve Stanley, Pierpont Securities; Jeremy Siegel, Wharton finance professor; and Zane Brown, Lord Abbett, discuss.

  • Markets Begin Second Half of the Year     Monday, 1 Jul 2013 | 7:00 PM ET

    Are the markets in a super-bull cycle? Liz Ann Sonders, Charles Schwab; Jeff Kilburg, KKM Financial; Jeremy Siegel, Wharton Finance professor; and Zane Brown, Lord Abbett, share their opinions.

  • Tomorrow In :30     Monday, 1 Jul 2013 | 4:53 PM ET

    Eyeing Tuesday's trading session, with Michael Underhill, Capital Innovations CIO; Chris Lecerenza, Russell & Co.; and Oliver Pursche, Gary Goldberg Financial Services.

  • Second Half Market Rally     Monday, 1 Jul 2013 | 1:25 PM ET

    Stocks are kicking off the second half of 2013 with a bang. Adam Parker, Morgan Stanley, discusses whether the rally can continue.

  • Markets Headed Higher?     Monday, 1 Jul 2013 | 1:08 PM ET

    Craig Johnson, Piper Jaffray, explains why he sees the market going up and up from here.

  • Portfolio Prepping for Q3     Friday, 28 Jun 2013 | 7:00 PM ET

    Gold had its worst quarter on record, and the yield on the 10-year Treasury note just hit its highest level in almost 2 years, reports CNBC's Seema Mody; and Abigail Doolittle, The Seaport Group; Kenny Polcari, O'Neil Securities; and Meredith Whitney, Meredith Whitney Advisory Group CEO, share their market outlooks.

  • Prep Your Retirement Portfolio     Friday, 28 Jun 2013 | 4:33 PM ET

    How to prepare your emergency fund and retirement portfolio for the second half of the year, with Carrie Coghill, Coghill Retirement Strategies, and Liz Weston, MSN Money columnist.

  • Advice From Top Financial Advisors     Friday, 28 Jun 2013 | 4:10 PM ET

    How rising rates and the Fed's potential "taper action" might impact the markets in the second half of 2013, with Mitchell Eichen, The MDE Group; Chris Cordaro, Regent Atlantic Capital; and Richard Saperstein, Hightower Advisors.

  • Second Quarter Over, Looking Ahead     Friday, 28 Jun 2013 | 4:03 PM ET

    The markets just closed for the week, and Q2 has ended. CNBC's Jeff Cox; Kenny Polcari, O'Neil Securities; Alan Knuckman, Trading Advantage; and Ken Mahoney, Mahoney Asset Management, discuss.

  • Forecasts Through the End of 2013     Friday, 28 Jun 2013 | 3:53 PM ET

    What market events might impact stocks in the second half of 2013? Michael Holland, Holland and Company, and David Darst, Morgan Stanley Wealth Management, offer insight.

  • Long Dollar, Short Crude: Pros     Friday, 28 Jun 2013 | 3:45 PM ET

    What risks is the market facing in the second half of 2013? Bob Iaccino, Topstep traders, and Alan Harry, Spartan Commodity Fund, discuss.