Market Outlook


  • BlueMountain: How We Swam With 'London Whale' Wednesday, 18 Jul 2012 | 3:32 PM ET
    JP Morgan Chase in New York City

    BlueMountain Capital Management chief Andrew Feldstein explained how his firm got involved in JPMorgan's disastrous bet on corporate debt.

  • Romney Should Be Proud of Private Equity: Kravis Wednesday, 18 Jul 2012 | 3:22 PM ET
    Henry Kravis

    Private equity kingpin Henry Kravis thinks presidential candidate Mitt Romney doesn't need to apologize for his prominent role in the industry.

  • BlackRock's Kapito: Move Out of Cash     Wednesday, 18 Jul 2012 | 3:10 PM ET

    Robert Kapito, BlackRock president, provides perspective on the state of the economy, and where investors can find opportunities. "Sitting on cash is a mistake," he says.

  • Cramer Interviews US Attorney Preet Bharara     Wednesday, 18 Jul 2012 | 2:51 PM ET

    Mad Money host Jim Cramer discusses insider trading, the culture within business organizations, and how much time companies need to spend on catastrophic events, with U.S. Attorney for Southern New York Preet Bharara.

  • Going Long Illiquidity: Blue Mountain's Feldstein Wednesday, 18 Jul 2012 | 1:56 PM ET

    Appetite for liquidity has pushed down yields on the most liquid credit instruments and created value opportunities in less liquid bonds and bank loans, Andrew Feldstein told the CNBC and Institutional Investor Delivering Alpha conference.

  • 'Buyout King' Henry Kravis on Private Equity     Wednesday, 18 Jul 2012 | 1:40 PM ET

    CNBC's Tyler Mathisen discusses the latest details from the "Delivering Alpha" conference; and CNBC's Andrew Ross Sorkin speaks to KKR co-chairman/co-CEO Henry Kravis, the man behind some of the biggest corporate takeovers in Wall Street history.

  • Tide Is Turning in Europe: Investing Guru Wednesday, 18 Jul 2012 | 1:26 PM ET
    Traders work in the ten-year U.S. Treasury Note options pit at the Chicago Board of Trade in Chicago, Illinois, U.S.

    Underappreciated changes are starting to take hold, says a major hedge fund chief.

  • Jim Chanos: Hewlett Packard Is 'Ultimate Value Trap' Wednesday, 18 Jul 2012 | 1:22 PM ET

    Chanos said the company has been hiding the true costs of its R&D through acquisitions. Once the costs of these acquisitions are taken into account, revenues and cash flow at the company are “basically flat,” Chanos said.

  • What Stocks to Buy and What to Avoid: Leon Cooperman Wednesday, 18 Jul 2012 | 12:47 PM ET

    The veteran investing guru and chairman at Omega Advisors believes growth will continue at a modest pace, but stocks will climb because they're underpriced and supported by several factors.

  • China Market May Trade in Tight Range Amid Uncertainty Wednesday, 18 Jul 2012 | 11:08 AM ET

    Lack of clarity on future policy may keep the Chinese market trading in a narrow range on Thursday.

  • We acted forcefully early on allegations banks were fixing the Libor interest rate, Treasury Secretary Timothy Geithner said at the second annual CNBC and Institutional Investor's "Delivering Alpha" conference.

  • Time to Start Picking Up European Trash? Wednesday, 18 Jul 2012 | 10:27 AM ET

    The first panel discussion at Delivering Alpha saw a sharp, if polite, divide on the subject of Europe.

  • North Korean Leader Has a New Title: Marshal Wednesday, 18 Jul 2012 | 10:26 AM ET

    Soldiers danced in Pyongyang's plazas as North Korea announced Wednesday that leader Kim Jong Un was named marshal, a title cementing his status atop the authoritarian nation's military as he makes key changes to the 1.2 million-man force.

  • Delivering Alpha: Geithner's Keynote Speech     Wednesday, 18 Jul 2012 | 8:38 AM ET

    Treasury Secretary Timothy Geithner delivers the keynote address on the U.S. economy at the second annual CNBC and Institutional Investor's "Delivering Alpha" conference in New York, with CNBC host Larry Kudlow of "The Kudlow Report."

  • Working Hard to Protect Workers Pensions     Wednesday, 18 Jul 2012 | 6:08 AM ET

    Damon Silvers, AFL-CIO director of policy, discusses the factors contributing to a weak economy, and weighs in on the nation's pension crisis.

  • "The way we have thought about 'Nemesis' is a forced asset fire sale by banks and the financial system in a multiple of the Lehman situation and that's what policy makers are trying to stop, at the end of the day that it what Bernanke is trying to do in the US as well," Ewen Cameron Watt, chief investment strategist for the BlackRock Investment Institute, told CNBC.

  • Hopes of Silver Lining in Negative Bond Yields Wednesday, 18 Jul 2012 | 2:51 AM ET

    Investors are, in effect, paying half a dozen countries for the privilege of lending them money in the short term following the recent European Central Bank rate cut and a flight by investors to perceived havens, the FT reports.

  • Sicily Default Fears Add to Monti’s Woes Wednesday, 18 Jul 2012 | 1:35 AM ET

    Mario Monti has expressed “serious concerns” that Sicily’s regional government is heading towards default and has asked its governor – who is under investigation for suspected links to the Mafia – to confirm his intention to resign. The FT reports.

  • Turning Junk Food Into Profit     Tuesday, 17 Jul 2012 | 6:40 PM ET

    Mad Money host Jim Cramer breaks down the restaurant sector to find the best investments for your money.

  • Make 'Mad Money' With a Newsworthy Play     Tuesday, 17 Jul 2012 | 6:25 PM ET

    If you want to come up with great stock picks, you need to look beyond the business pages, where everyone else is focused like a laser, explains Mad Money host Jim Cramer.