Marketwatch Morning Stock Talk

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Hear about what's driving the stock market from those in the know. MarketWatch Radio talks about the big stock movers, economic data and investment trends with Wall Street's top analysts, strategists and traders. Get the blow-by-blow on the markets when you need it most. (Author: MarketWatch.com)
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Recent episodes from Marketwatch Morning Stock Talk

  • Published: Sep 12, 08
    August is behind us, and a stellar consumer sentiment reading suggests September is a new month with a new mojo. So says Mark Pado, U.S. market strategist at Cantor Fitzgerald, who tells Andrew O'Day the financial worry cloud soon could lift.
     
  • Published: Sep 11, 08
    Bruce Bittles, chief investment strategist at R.W. Baird, tells Andrew O'Day the sentiment on Wall Street is about as bad as it can get right now, which suggests a market bottom is near.
     
  • Published: Sep 10, 08
    Todd Leone, managing director at Cowen & Company, tells Andrew O'Day the primary driver of today's advance is traders second-guessing yesterday's deep gloom.
     
  • Published: Sep 9, 08
    Peter Boockvar, equity strategist at Miller Tabak, tells Andrew O'Day the explanation that Wall Street is lower because of a disappointing pending home sales report is a misnomer. Boockvar says we are correcting yesterday's knee-jerk Fannie rally.
     
  • Published: Sep 8, 08
    Bill Stone, chief investment strategist at PNC Wealth Management, tells Andrew O'Day the crisis surrounding Fannie Mae and Freddie Mac may be ending, but investors are mistaken if they think the overall credit shakeout is winding down.
     
  • Published: Sep 5, 08
    Eugene Peroni, senior vice president at Advisors Asset Management, tells Andrew O'Day Wall Street is sending a signal to the Fed: Cut interest rates. Peroni says inflation risk could be more a phantom than a reality as we slide toward recession.
     
  • Published: Sep 4, 08
    Mike Holland, fund manager at Holland and Company, tells Andrew O'Day the market's pain today comes in part from the realization cash-strapped shoppers have become adept bargain hunters. Good news for Wal-Mart and Target, tough for everyone else.
     
  • Published: Sep 3, 08
    Al Goldman, chief market strategist at Wachovia Securities, tells Andrew O'Day Wall Street is high on confusion right now, but investors are slowly laying the groundwork for a new bull market.
     
  • Published: Sep 2, 08
    Robert Pavlik, chief investment officer at Oaktree Asset Management, tells Andrew O'Day Wall Street is loving today's reversal of fortune. Stocks sensitive to oil prices, which this year have brought up the rear most days, are leading today's rally.
     
  • Published: Aug 28, 08
    "The revision in Q-2 GDP to 3.3% was welcoming news." And Peter Cardillo, the chief market economist at Avalon Partners says that's one reason stocks are showing strength. He tells Steve Potisk "this week if you look at most of the economic data, we see some pleasant surprises." According to Cardillo, "we're not headed for a full blown technical recession," and instead the economy might "see a rebound in the first quarter."
     
  • Published: Aug 27, 08
    Recent Wall Street volatility suggests "a lot of uncertainty." So says Hugh Johnson, the chairman at Johnson Illington Advisors. He tells Steve Potisk "investors are responding everyday to the news." And he says "that means that their views of what lie ahead for the economy and earnings tend to change everyday." According to Johnson, investors are dealing with an economy that may not be in an official recession, but is weak. He says "if you look at all the economic variables collectively," they
     
  • Published: Aug 26, 08
    "We've got a lot of people on vacation." So says Marc Pado, the US Market Strategist at Cantor Fitzgerald. He tells Steve Potisk that's leading to the volatility seen lately on Wall Street. He expects once everyone gets back to work, "we're going to continue to see this consolidation base-building effort through September." However, once we get through that, Pado looks for the market to start to focus "on the fourth quarter," holiday sales and spending to refresh inventories that are "lean and m
     
  • Published: Aug 22, 08
    Wall Street is heading into the "quietest days of summer," so there isn't a lot "of volume going on here." However, Liz Miller, portfolio manager at Trevor Stewart Burton Jacobsen says the gains are still "a great way to end the week." She tells Steve Potisk "two pieces of news seem to be getting us off to a good start." According to Miller, first is the drop in oil prices and second "is some speculation that Lehman might be sold, and that seems to be pushing that sector pretty well." But in the
     
  • Published: Aug 21, 08
    "There are definitely things on the horizon that look like they're going to be pretty good." So says David Straus, the senior portfolio manager at Johnston Lemon Asset management. But he tells Steve Potisk, "it's just really hard to get past the current problems which just will not go away." He says it's the financial sector that remains such a drag. According to Straus, "just as soon as you think maybe we've seen the worst, you keep getting more news that there are going to be more write offs."
     
  • Published: Aug 20, 08
    Wall Street's volatility and wild swings are "kind of typical of what you see during market periods when they're trying to see what new leadership can emerge and take the market higher." So says Chuck Carlson, the CEO at Horizon Investment Services. He tells Steve Potisk, while it is "disconcerting on a day-to day basis," stocks will be "higher than they are today" when the year comes to an end. Carlson says the choppy market is due to a "tug of war on a variety of sectors." He adds the bears an