CNBC's Josh Lipton reports that KC Fed President Esther George reiterated her position the Fed should begin tapering down QE. Three trades for tomorrow: the jobs report; Stanley Black & Decker's analyst meeting is tomorrow; and homebuilder Hovnanian reports Q2 earnings. Also, muni bonds have provided strong returns. Can the trade continue to work, with Alexandra Lebenthal, Lebenthal & Co.
The S&P 500 hit an historic intraday high two weeks ago, and by the end of the day we were all debating whether it was some kind of inflection point in the market.
Can Apple stock regain its footing? Today, the ITC rules Apple violated a Samsung patent and issues a limited ban on Apple products. Most are older products. And as women wait longer to have children, treatments for infertility are growing more popular, with Dr. Michelle Dipp, Ovas CEO. As women wait longer to have children, the likelihood of conceiving naturally decreases, according to the CDC.
GM is coming back to the S&P 500. And it's getting more expensive to get into the Magic Kingdom. A Street Fight over Disney, with Karen Finerman and Stephanie Link. Also, a look at stocks you should wait for a pullback and buy, with Louise Yamada. And why gold has not bottomed yet, with Renee Haugerud, Galtere Ltd.
CNBC's Melissa Lee and the Fast Money traders discuss the day's top trades and the stocks they'll be watching Wednesday.
Dissecting the day's major business news, with the Fast Money traders. Tonight's traders: Options Action's Stephanie Link; Rebecca Patterson, Bessemer Trust; Erin Gibbs, S&P Capital IQ; and Fast Money's Karen Finerman. When will the Fed taper? Louise Yamada, technical expert, weighs in on the possibility of a structural bull market.
CNBC's Maria Bartiromo says don't expect dividends from the banks in spite of their excess capital.
Chris Bertelsen, Global Financial Private Capital, and Tim Courtney, Exencial Wealth Advisors, discuss what they'll be watching tomorrow, including scandals in Washington as well as productivity and labor costs.
Check out which companies are making headlines after the bell Tuesday:
Meredith Whitney of Meredith Whitney Advisory Group sees a migration away from the coasts to the middle of the country, to states rich in commodities—such as Texas, Louisiana, and North Dakota.
Bill Gross, PIMCO, says the Fed's policies are part of the problem and not the solution. He says rates are so low you reduce the incentive among investors to take risk.
Despite the continued upward movement, there's been a change in sentiment among investors, says Brian Belski, BMO Capital Markets. Larry Kantor, Barclays, says he thinks the Fed's taper has already been built in.
Joe Duran, United Capital Financial Advisers, and CNBC's Steve Liesman, Maria Bartiromo and Bill Griffeth discuss whether the Fed is paying too much attention to the the stock market.
A day after a crucial deadline for withdrawals, traders and money managers are still waiting for details on how much capital the hedge fund has lost.
A look at what's going on in the markets and a response to comments by Esther George of the Kansas City Fed, with CNBC's Bob Pisani & Rick Santelli; Vadim Zlotnikov, AllianceBernstein; Michael Santoli, Yahoo! Finance; and CNBC's Jeff Cox.
Matthew Boss, JPMorgan retail analyst, provides his take on the retailer's turnaround plan.
Esther George of the Kansas City Fed says reducing quantitative easing would make markets less dependent on policy, reports CNBC's Steve Liesman.
CNBC's Bob Pisani and Kenny Polcari, O'Neil Securities, have a look at today's trading action, ahead of key economic data due out later this week.
India curbs gold imports. Will the Indian consumer continue to buy gold? The next stop for the precious metal, with CNBC's Jackie DeAngelis and the Futures Now Traders.
Jeff DeGraaf of Renaissance Macro Research explains why stock investors should be encouraged by what the bond market is telling them. With CNBC's Jackie DeAngelis and the Futures Now Traders.