CNBC's "Squawk on the Street" team discusses bank earnings and inflation.
CNBC's Jim Cramer joins the "Squawk Box" team to discuss bank earnings and inflation.
Wei Li of BlackRock Investment Institute says China's growth data "could further soften from here."
It's unclear which inflationary pressures are temporary, says Simon Weston from AXA Investment Managers. He thinks this makes it too early to tell whether stagflation is a real risk for Asia.
CNBC's Steve Liesman joins "TechCheck" to report on the latest New York Fed survey results on inflation expectations.
Max Kettner of HSBC says that early cyclical trades no longer make sense as it is hard to imagine "an even higher push in the growth momentum" going into the second half of 2021.
Jeff Sherman, Doubleline Capital deputy chief investment officer, joins 'Closing Bell' to discuss his outlook for the 10-year Treasury yield, what the Fed policy could look like in the year to come and why he says investors need to reduce their exposure to certain areas.
Futures contracts tied to the major U.S. stock indexes fell on Thursday on concern about the global economic comeback from Covid-19. The losses came as Japan declared a state of emergency in Tokyo for the upcoming Olympics and as countries deal with a rebound in cases because of Covid variants. Mohamed El-Erian, economic advisor at Allianz and Gramercy and president at Queens College, Cambridge, joined "Squawk Box" by phone to discuss.
Investors should get ready for increased volatility as debates continue about inflation and monetary policy, says Paras Anand of Fidelity International.
Kathy Jones from Charles Schwab talks about the U.S. bond market and the dollar, saying a lot of market readjustments may have already taken place as investors prepare for the second half of the trading year.
Chetan Ahya of Morgan Stanley says the Federal Reserve is "trying to buy some flexibility," but that does not necessarily mean that it will taper faster than what the market is currently expecting.
CNBC's Ylan Mui reports on the latest Federal Reserve minutes and what it indicates about their economic projections.