now into "overtime" with scott wapner >>> thank you very much.m scott wapner in just a little bit, cantor's eric johnston is back with us. is he still super negative on where your money is heading? you know we'll ask him we begin with our talk of the tape the view of the markets from wall street, legend leon cooperman. he's the chairman of the

i'm scott wapner you just heard the bell.tting started from the new york stock exchange. i'll be joined by pimco's erin browne, her playbook for 2023. kind of loud down here they're cheering it into the end. we begin with our talk of the tape the road ahead for stocks with that critical cpi report hitting in the morning how might the markets react? let's ask josh brown he's the co-founde

now over to "overtime" with scott wapner. >> michael, thank you very much. welcome to "overtime."tt wapner, and you just heard the bells and we're just getting started here at the new york stock exchange. we're going to tee up a debate between two market watchers with completely opposite views on stocks both of whom have stated their cases right on this show ed denny said the lows are air and eric johnston who argues not even close they go head-to-head, straight ahead. >>> and xp earnings are imminent is

scott wapner, you heard the bells, we are just getting started at the new york stock exchange in justittle bit i will speak to kevin simpson, we have told you how he crushed the market last year and now he's back with new trades this hour thaeld tell you about in just a bit. >>> we begin with our talk of the tape, amassive week ahead for your money, why stocks are rallying ahead of it and what it means to the market's next prove. let's ask professo

now to overtime with scott wapner >> sarah, thank you very much. me to overtime i'm scott wa wapner you just heard the bells we're just getting started i'll speak to tom lee, who says stocks could rally another 20% in 2023. we'll ask him as the fed continues to talk tough and the economy is expected to slow even more and that's where we begin. our talk of the tape, a bombshell, the head of the atlanta fed suggesting

i'm melissa lee along with scott wapner becky and joe and andrew are on the way back from davos. eek. scott mentioned a quiet session. s&p higher by 4 points nasdaq looking at 43 at the open treasury yields with the 10-year treasury at 4.31%. >>> let's talk netflix shares of the company surging ahead of the open.

i'm scott wapner front and center this hour what tomorrow's cpi report must read for stocks to continuet the latest must see predictions now from jp morgan's trading desk, means more stock and sector picks for you joining me from the hour today, let's take you to the wall we're just past 12:00 noon eastern. nasdaq is the outperformer again. that's nearly

look forward to that let's get to the judge and the half >>> welcome to the half time report i'm scott wapnercenter this hour the only question that seems relevant right now -- are we going back to the october bottom or not our investment committee on day two of the stock summit. let's check the markets because we pretty much are at the highs of the session nasdaq having

look forward to that let's get to the judge and the half >>> welcome to the half time report i'm scott wapner front and center this hour the only question that seems relevant right now -- are we going back to the october bottom or not our investment committee on day two of the stock summit. let's check the markets because we pretty much are at the highs of the session nasdaq having a pretty good day as well despite the fact what microsoft is doing, which we're going to get to in a second. farmer jim, i want to know your opinion on the question of the moment because that is the debate in the market right now josh sat over there yesterday and suggested he thought we were going to go back to the bottom if not reach it. what do you think? >> happy new year, good to see you. unfortunately, happy new year the same as the old year >> is it happy new year for you and your stock market prognostications >> i feel pretty good. to your question unfortunately the same as last year. we've got to talk about inflation and talk about the fed. the one thing i would say is different when we talk about those oct

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i'm scott wapner you just heard the bells the we're just getting started at the stock exchange i'll beof the year is real, he recently bought a new stock that just might surprise you and we will have details ahead >>> we begin with the talk of the tape out of steam that's how the markets acted today. the pullback, perhaps, pushed along by more fed hawks ta

that's it for me on clowing bell i send it into yt" overtime" wih scott wapner. >> welcome in to "overtimeheir earnings are limited. what a good check on demand for chips. another, a check on the consumer our reporter standing by to break out with the details after the numbers hit. we begin with our "talk of the tape." the imminent recession deal has been pushed off long enough that the rally can last l

get to the judge in the half >> thank you very much welcome everybody to the halftime report i'm scott wapnerenter, the rally stocks trying to build on last week's gains and a big week for your money the cpi looming large we debate whether this can last and for how long we're just past 12:00 in the east take you to the wall and show you what stocks are doing, doing good, 251 for the dow, 3946 we have moved considerably away from the 3,8ho

get to the judge in the half >> thank you very much welcome everybody to the halftime report i'm scott wapner front and center, the rally stocks trying to build on last week's gains and a big week for your money the cpi looming large we debate whether this can last and for how long we're just past 12:00 in the east take you to the wall and show you what stocks are doing, doing good, 251 for the dow, 3946 we have moved considerably away from the 3,800 anchor. that's one and a third percent, nasdaq having a big day. so joe, is it time to rethink stocks in the near term? because the narrative has been you're going to have a tough near term and then maybe you can have a good second half and we discussed maybe whether that's backward because the inflation data is cooperating in a substantial way. >> the way i'm invested i want this to be a good first half of the year but i'm invested in a year where today i'm underperforming. what is today about, the revenge of high beta, that's what's going on right now if you study the three major indexes, the s&p, everyone looks at the moving averages, but they

to frank holland and the half >>> and welcome to the half time report i'm scott holland in for scott wapnerhe stock gotten ahead of itself we're going to debate that and much more with our investment committee today. and joining me right here on set the lovely and talented shannon and jenny. ladies, thank you so much for coming in person let's get a check on the market righ

i'm scott wapner in just a few minutes, the technical take on tesla from mark newton.as pretty good in calling this slide too we'll find out what's next dan ice with us momentarily too, why he cut apple's price target. two big stocks making mo

i'm scott wapner you just heard the bells we are just getting started from post nine at the new york stock exchange we're going to get latest from jeffrey gund lock's first major webcast of 2023. find out what the bond king thinks of the state of the markets as the new year gets under way. the headlines once the event begins less than 15 minutes away we begin with our talk of the tape, whether stocks can keep this momentum going and build on the january gains as another

." >>> welcome, everybody, i'm scott wapner front and center this hour, earnings, the fed decision, andoney in the weeks ahead we discuss and we debate that with the investment committee. joining me for the hour stephanie link, josh brown is here and so is our senior economics reporter, steve liesman. let's check the markets and show you what we're doing just past 12:00, noon, in the east s&p on track for its best january since 2019 day one of the fed meeting got a lot of data out today. and we're going to get to all of that however, our top story i

i'm scott wapner front and center this hour what tomorrow's cpi report must read for stocks to continue their early year rally we've got the latest must see predictions now from jp morgan's trading desk, means more stock and sector picks for you joining me from the hour today, let's take you to the wall we're just past 12:00 noon eastern. nasdaq is the outperformer again. that's nearly 1% there's the dow 1.25 >> i think if we come in around 6.6% that probably makes sense it was 8.3 but 7.1 at the end of last quarter i think that's what we're expecting, and i don't think -- i don't think that kind of reading triggers a spark that drives the market way up from here, and i think that's because earnings probably aren't going to be great. they may be flat, may be down, grow a little, but we already have a rich multiple i think what 6.6 reading does for us is actually put a floor under the market if we come in with numbers we expect all of that says, hey, we're probably not going to read the previous lows. going into october we're okay. >> interesting perspective because it mirrors in some wa

i'm scott wapner front and center this hour, surging stocks what it really means for the fed and youroing forward and day three of our stock summit everybody in the house today let's check the markets. you just heard it from carl stocks are surging dow is better than 600 right now trying to get a 2% gain as is the s&p 500, 3878. bonds up, yields down,

let's get to scott wapner is and the half >>> welcome to the half time report front and center this hourgotten better or not this week we'll discuss and debate that with the investment committee. joining us at the table steve weiss, jim labenthal, joe t terranova. right now we're almost flat across therd

i'm scott wapner front and center this hour, surging stocks what it really means for the fed and your money going forward and day three of our stock summit everybody in the house today let's check the markets. you just heard it from carl stocks are surging dow is better than 600 right now trying to get a 2% gain as is the s&p 500, 3878. bonds up, yields down, 357 where we are on the ten-year note. wage growth is slowing that's important for stocks. jimmy, yields drop you had a big move in the two. year about 490 as steve liesman was talking about. this is good day for people like you with your view >> it is i don't mean to be provocative, but this is what a soft landing looks like this is job growth, that's one of the fed's mandates, maximize employment and decline inflation in terms of hourly average wages coming in better than expected that's what a goldilocks soft landing looks like if you're a bear, this is a good day to call in sick, not a good day to be short the market what this means the fed does not have to be as aggressive as is fear will they possibly snatch defeat from the

let's get to thex■ judge ay■ñ■we report i'm scott wapner front and center this hour stocksñ■ surprisinglyxd joining me forx■ j(■ hour today jason snap, josh brown and good totát■all of you herei] at the desk let's check the markets. kind of all over the place we're positive across the board except forÑ■ the russell as you see here fairly so as economic data comes in better than expected across the board, whether it was gdp,r■ durables, jobless claims, new home sales, ande1 it's onef■ re why deutsche bank is still looking for this rally to continue they suggest that the s&p could get to 4,500 what do you think? >> well, seemsq■ likefá a stret. look, i can'tçó■deny there'sp■■■ definitely some positive developments here. and the facti■ that the markets pretty much shook off the microsoft development and the guidance tells me the markets are not concerned about the next couple of quarters they're not concerned about the■ slow downs they're more optimistic aboutxd■ what the back half of the year looks like and scott, there's reasons to be we have had some slow downs because you don't want to inv

let's get to scott wapner is and the half >>> welcome to the half time report front and center this hour, the risk reward for stocks has it gotten better or not this week we'll discuss and debate that with the investment committee. joining us at the table steve weiss, jim labenthal, joe t terranova. right now we're almost flat across the board the yield on the ten-year note but i want to start, shannon, with you and the question i asked at the top risk reward for stocks, has it improved this week >> so i don't necessarily think that's the case. i think what we're looking at is we have kind of a show me environment if you will this quarter for investors who are really looking at earnings to determine whether they're going to be as bad as expected or if they're going to indicate that the transmission of the fed rate hikes in through the economy is likely to subside over the course of the next cup of quarters or they do believe that we are headed for a recession. you heard the banks this morning. there is clearly being priced in the potential for not only a shallow recession but perhaps a m

i'm scott wapner front and center this hour the microsoft fallout. cloud stocks are sinking on that company's weaker guidance. and just as the tech trade was showing you, so is it in trouble again? we've got a full deck today. everybody at the table let's go to it wall and take you to market see what we're doing carl just mentioned we're off the lows and decidedly so. the nasdaq is off its worst levels, dow still down 200 so we get it we get what the reaction is, joe. you're in microsoft. you've had some time now to digest what they delivered yesterday, slowest growth since 2016 maybe it's not a shocker not like it came out of the blue and not like it was horrible either, and maybe the stock might just go positive >> are you trying to get me to tell you what i'm going to do next tuesday with the jotetf you're not going to get that answer what i said yesterday in over time and what i believe even more right now is you have this conflict, this conflict residing between negative momentum, a broken technical picture for not only microsoft but all the meg

i'm scott wapner front and center this hour the microsoft fallout.e sinking on that company's weaker guidance. and just as the tech trade was showing you, so is it in trouble again? we've got a full deck today. everybody at the table let's go to it wall and take you to market see what we're doing carl just mentioned we're off the lows and decid

to frank holland and the half >>> and welcome to the half time report i'm scott holland in for scott wapner the question here is the january rall investors brace for a huge week ahead. has the stock gotten ahead of itself we're going to debate that and much more with our investment committee today. and joining me right here on set the lovely and talented shannon and jenny. ladies, thank you so much for coming in person let's get a check on the market right now. stocks are pushing higher but the major averages are still on pace for their first negative week of the year a look at the dow up about 0.25% right now. the nasdaq rallying right now on the back of that news -- the ten-year yield at about 3.197. is our january rally, is it losing steam or is this just a bit of a hiccup? because right now of course we're seeing all the indices up. >> i think we're in a situation where that's being offset by concerns particularly from messaging early on in earnings season about the potential for a slowing economy. i think we experienced were significant down dprads in quarterly expect asians for earnin

i'll see you next week from davos, switzerland in the meantime, into "over"time"" with scott wapner > who changed this market, kevin simpson, back with his latest trades and a strategy he says can be a winner for you. we begin with our talk of the tape with earnings which are really about to heat up. we'll extend this early year rally in stocks or derail it if today's bank reports and stock moves are any indication, it's going to be a volatile ride over the next few

i'm scott wapner you just heard the bells we are just getting started from post nine here at the newstock exchange, and man, do we have a big hour ahead. a little bit later, we've got a new market call from fun strat's top technician, mark newton. you got to see where he now says stocks can go from here. we begin with our talk of the tape two imminent and important earnings reports about to hit. texas instruments, any second now, and of course the biggie, microsoft, just shortly after that, both

. >>> and welcome to "overtime," i'm carl quintanilla in for scott wapner we just heard the bells butn taking a hit today after this new report says the fed is investigating the bank's consumer business we'll have top analyst mike mayo join us in just a few minutes with his take. we'll begin with our talk of the tape pretty nice finish here to a bad week stocks rallies today but the s&p posting its first weekly loss of the year who is winning here, the bulls or the bears let's bring in greg branch

i'm scott wapner getting started from post 9 at the u.s. stock exchange. richard fisher on whether the wages is a game changer. we'll begin with the talk of the tape surging stocks some say a soft landing just became more likely is that right? let's ask the chief market investment

." >>> welcome, everybody, i'm scott wapner front and center this hour, earnings, the fed decision, and how both will impact your money in the weeks ahead we discuss and we debate that with the investment committee. joining me for the hour stephanie link, josh brown is here and so is our senior economics reporter, steve liesman. let's check the markets and show you what we're doing just past 12:00, noon, in the east s&p on track for its best january since 2019 day one of the fed meeting got a lot of data out today. and we're going to get to all of that however, our top story is what one of our committee members is doing today, and that is stephanie link, because she is buying more caterpillar as it is one of the bigger decliners today. why are you making that move >> because i looked at the quarter and studied it and it was much better than the headline if you go through and you look through the currency impact on a one-time basis, adjusted earnings beat by 21 cents and grew 43% year over year. core operating income grew 78% year over year margins beat by 130 basis points so, to me -- a

i'm melissa lee along with scott wapner becky and joe and andrew are on the way back from davos. let's check out the early morning action with the final trading section of the week. scott mentioned a quiet session. s&p higher by 4 points nasdaq looking at 43 at the open treasury yields with the 10-year treasury at 4.31%. >>> let's talk netflix shares of the company surging ahead of the open. this after millions more sub vibe -- subscribers in the fourth quarter the first quarter that the net supported tier launched in november reed hastings is giving up his role as ceo. ted and greg will stay on. the chief operating officer will assume mr. hasthasting's co-ceo role. >> this is a valuation story they delivered operating margin guide is great. what are you willing to pay? 30 times i don't know >> different story three months ago. the stock hit a rally. as the valuation got re-rated last year from 700 to whatever that valuation has come back up as the stock rallied into the number yesterday a note out that i saw that says it is too early to buy many of the reasons you suggest. >> som