You've got the five biggest stocks in the US accounting for about 17% of all the global stock markets according to Goldman Sachs. How do you characterize the importance of these earnings report moving forward. >> Codesa, good to be on.This is clearly a very important week for earnings across the board. Uh and that could set the tone for the AI trade going into the end of the year as well as for 2026. Um and if you look at earnings so far coming into this quarter, they have been pretty good.But I think two f ...

Can we just dive in first to why this is not a repeat of the really existential um jitters that shook regional banking in 2023. >> Yeah, I I I do think these are oneoff situations that happen in time and we manage risk and sometimes uh that risk comes comes to fruition, but the reality is the industry is well reserved, well capitalized and has strong earnings currently. So those all serve as a strong buffer to any one-time credit shots that that may come at the industry.>> What's working in the favor of reg ...

Joining us right now is Ed Yardeni. He is the president of Yardi Research. And Ed, you say you have been humming a tune ever since we got those cooler thanex expected inflation numbers on Friday.You want to hum a few bars for us now. >> Well, you know, I mean, there there are a lot of songs here. Happy days are here again certainly comes to mind.And Fly Me to the Moon, you know, that great Frank Sinatra song comes to mind. Um, so, uh, there there's a lot of happy songs. Don't worry, Be Happy might be anothe ...

President Trump arriving in Tokyo about two hours ago. This after signing a trade and minerals agreement with Malaysia and Cambodia and frameworks now for a trade deal uh with Thailand and Vietnam as well. CBC's Amy Jav is live for us this morning in Washington with the latest on where this is all headed ahead of hopefully a meeting with President Xi soon.Yeah, that's where we might end up at the end of the week. Andrew, President Trump arrived in Japan this morning after a whirlwind weekend in Malaysia whe ...

[Music] And now what on that gambling scandal that's rocked the NBA, Congress wants answers from NBA Commissioner Adam Silver. The House Commerce Committee has asked for a briefing from Silver by this Friday. They say that the arrest uh of both Portland coach Chanty Bilips and Miami player Terry Rosier have raised serious concerns about uh sports betting and the integrity uh of sport in the NBA.Uh the NBA had no media comment about that uh request uh from Congress. >> Coming up, five things to know ahead of ...

not willing to make a movie inside the United States and we should have a tariff on movies that come in. [Music] US President Donald Trump has renewed his threat to impose a 100% tariff on all films produced outside the US. A move that could append the international film industry and hit Britain especially hard.Here at the BFI London Film Festival, Black is Beautiful, a UKUS co-production, is celebrating bold storytelling and crossatlantic collaboration. But the red carpet glamour comes amid a backdrop of c ...

Ownership Changes & Investment - The Lakers were valued at $10 billion, despite not owning their building, network, WNBA team, or hockey team [1] - Private equity and sovereign wealth funds are entering the sports business, providing liquidity for partners [1] - NBA owners meeting highlighted significant ownership changes, including potential changes for the Celtics and Lakers [2] - Private equity's involvement brings an expectation of operating like a real business, with a focus on eventual exit strategies [2]

[Applause] supply constraint. Those are the two most important words I've heard so far in this earning season, other than of course quantum, of course. For example, last night David Zinser, he's the excellent CFO of Intel, stressed several times that his company's supply constraint for a host of products and quote, "Industry supply has tightened materially." Oh boy, did that work.These shortages are why Intel was able to report sharply better than expected earnings. When you're supply constrained, you have ...

Market Overview - The market is heavily focused on individual company earnings due to the government shutdown limiting macro data [1] - Averages rose due to strong company numbers and a mild CPI report, with the Dow closing above 47,000 for the first time [2] - The S&P 500 had its 34th record close [2] - The NASDAQ increased by 1.15% [2] Economic Outlook - The market anticipates a 0.25% (quarter point) rate cut by the Fed, potentially driven by a stalling economy [2] - Larger layoffs are emerging, exemplified by announcements from Target and Applied Materials [3] - The Consumer Price Index (CPI) report was tame enough to potentially justify a rate cut [3] Earnings Season Focus - The upcoming week is crucial due to the peak of earnings season, considered more important than usual [1]

supply constrained. Those are the two most important words I've heard so far in this earning season, other than of course quantum, of course. For example, last night David Zinser, he's the excellent CFO of Intel, stressed several times that his company supply constraint for a host of products and quote, "In supply has tightened materially." Oh boy, did that work.These shortages are why Intel was able to report sharply better than expected earnings. When you're supply constrained, you have the ability to rai ...