Market Outlook


  • Stock picking is back, and hedge funds win Thursday, 11 Jul 2013 | 10:57 AM ET

    Life has gotten a bit better for stock pickers. Here's why that's good news for hedge fund managers.

  • Peek Inside Goldman's Second-Half Playbook   Thursday, 11 Jul 2013 | 10:03 AM ET
    Peek Inside Goldman's Second-Half Playbook

    David Kostin of Goldman Sachs offers investment strategies as the Dow moves higher after Fed Chairman Ben Bernanke's comments on stimulus and low interest rates.

  • Markets Open for Business   Thursday, 11 Jul 2013 | 9:30 AM ET
    Markets Open for Business

    The "Squawk on the Street" crew shares their thoughts on what investors should be watching throughout the trading day, including shares of Dell, BlackBerry and Costco.

  • Will investors finally buy Bernanke's explanation? Thursday, 11 Jul 2013 | 9:26 AM ET
    Federal Reserve Board Chairman Ben Bernanke holds a press conference on the Fed's policies on June 19, 2013

    Federal Reserve Chairman Ben Bernanke has taken another stab at explaining how the central bank views the economy and what that means for future Fed action. Did he succeed?

  • Microsoft Announces Restructuring Plans   Thursday, 11 Jul 2013 | 9:01 AM ET
    Microsoft Announces Restructuring Plans

    John Fortt and the "Squawk on the Street" news team discuss the tech giant's realignment announcement and whether its concept of "One Microsoft" will work.

  • Cramer's Take on Spitzer   Thursday, 11 Jul 2013 | 8:53 AM ET
    Cramer's Take on Spitzer

    CNBC's Jim Cramer shares his views on Eliot Spitzer's run for New York City comptroller.

  • Initial Jobless Claims Up 16,000 to 360,000   Thursday, 11 Jul 2013 | 8:30 AM ET
    Initial Jobless Claims Up 16,000 to 360,000

    CNBC's Rick Santelli breaks down this week's unemployment numbers and June's import prices, which fell 0.2 percent. And, Bob Brusca FAO Economics, weighs in on the data and what it indicates about the health of the economy.

  • Deciphering the FOMC Minutes   Thursday, 11 Jul 2013 | 7:17 AM ET
    Deciphering the FOMC Minutes

    Jim O'Sullivan, High Frequency Economics, and Ed Keon, Quantitative Management Associates, discuss the Fed's exit strategy and its impact on the markets.

  • Reading the Fed's Smoke Signals   Thursday, 11 Jul 2013 | 7:08 AM ET
    Reading the Fed's Smoke Signals

    Greg Ip, "The Economist"; Dan Colarusso, Reuters, and David Kelly, JP Morgan Funds, discuss the implications of the Fed keeping interest rates low and winding down its bond-buying program.

  • Don't 'Overreact' to the Fed: Pro   Thursday, 11 Jul 2013 | 6:55 AM ET
    Don't 'Overreact' to the Fed: Pro

    "You cannot remove an elephant from a room quietly," said David Kelly, JP Morgan Funds, discussing the Fed's exit strategy and details from yesterday's FOMC minutes and its impact on the markets and economy, with Dan Colarusso, Reuters.

  • Bernanke's Dovish Tone Will Delay Tapering: Pro   Thursday, 11 Jul 2013 | 12:50 AM ET
    Bernanke's Dovish Tone

    Michael Hewson, Senior Market Analyst at CMC says QE tapering looks further away after the Fed announcement.

  • Fed Coming Into Line With Reality: Pro   Wednesday, 10 Jul 2013 | 9:02 PM ET
    Fed Coming Into Line With Reality: Pro

    Doug Holtz-Eakin, former Chief Economist for the President's Council of Economic Advisers and current President of the American Action Forum, says a lack of consensus and the prospect of nominating a new chairman are likely to make the Fed delay tapering until 2014.

  • Sharp jump in US gasoline prices seen within days Wednesday, 10 Jul 2013 | 8:38 PM ET

    Gasoline is expected to jump 10 to 20 cents per gallon in the next several days, as rising oil prices and peak driving season create a perfect storm for higher prices.

  • Trading vs. Investing   Wednesday, 10 Jul 2013 | 6:58 PM ET
    Trading vs. Investing

    Mad Money host Jim Cramer shares his final thoughts of the day. "Don't be fooled by the false dichotomy between trading and investing," he says.

  • Cramer Eyes Secular Growth Stocks   Wednesday, 10 Jul 2013 | 6:45 PM ET
    Cramer Eyes Secular Growth Stocks

    Very few stocks keep riding higher and higher. Mad Money host Jim Cramer helps investors earn profits from long-term investing.

  • You Can't Hold Stocks Forever   Wednesday, 10 Jul 2013 | 6:25 PM ET
    You Can't Hold Stocks Forever

    Keep your portfolio diversified by trimming back your winning stocks, explains Mad Money host Jim Cramer. Know when to get out of a stock.

  • Wait for the Right Price: Cramer   Wednesday, 10 Jul 2013 | 6:15 PM ET
    Wait for the Right Price: Cramer

    How are long-term investors supposed to know when to pull the trigger on a stock? Mad Money host Jim Cramer, discusses the importance of buying a stock at the right price.

  • Cramer's Tricks for Long-Term Investing   Wednesday, 10 Jul 2013 | 6:00 PM ET
    Cramer's Tricks for Long-Term Investing

    "Making money over the long-haul is the ultimate goal in this game," says Mad Money host Jim Cramer. He offers advice for those who think long-term investing means you can get lazy.

  • Could Microsoft See a Shakeup?   Wednesday, 10 Jul 2013 | 5:44 PM ET
    Could Microsoft See a Shakeup?

    Changes could be afoot at Microsoft, which reports quarterly earnings after the bell Thursday, Nomura's Rick Sherlund says.

  • Microsoft Restructuring Ahead   Wednesday, 10 Jul 2013 | 5:40 PM ET
    Microsoft Restructuring Ahead

    Microsoft is expected to announce its restructuring program on Thursday. Rick Sherlund, Nomura Securities analyst, thinks the shake-up is good for the company. "I think during August, ValueAct will make it public they are entering a proxy contest for a board seat," he says.