Market Storylines: Momentum Meltdown, Earnings Strength + Fed Watch
Market Storylines
•
5m 10s
Eric Criscuolo, Market Strategist at the NYSE, recaps a week defined by a sharp momentum meltdown across high-beta and speculative assets. Meme stocks, crypto miners, and quantum computing names saw steep declines before rebounding on news of potential government investment. Precious metals like gold and silver also dropped from recent highs amid overbought conditions and macro uncertainty. Despite the volatility, major indices stabilized, supported by strong earnings and sector rotation into Energy, Healthcare, and Industrials. The week closed with optimism as markets regained footing and investors looked ahead to key economic data and trade developments.
Up Next in Market Storylines
-
Market Storylines: Tariff Tensions, V...
Michael Reinking, Senior Market Strategist at the NYSE, recaps a volatile week as China’s new export controls and President Trump’s tariff threats triggered the biggest U.S. selloff since April. Markets and crypto plunged before rebounding on softer rhetoric from Washington and strong bank earnin...
-
Market Storylines: AI Deals, Sector W...
Eric Criscuolo, Market Strategist at the NYSE, recaps a week of record-breaking gains across stocks and gold, driven by strong momentum and AI-fueled optimism. AMD led the charge after announcing a major partnership with OpenAI, while xAI’s reported $20B raise kept Nvidia in focus. Utilities and ...
-
Market Storylines: Shutdown Delays, Q...
Eric Criscuolo, Market Strategist at the NYSE, recaps a strong start to Q4 as tech and small caps led gains. A government shutdown delayed key data, but private reports showed labor market weakness. M&A activity surged, with major deals across sectors. Healthcare outperformed on Pfizer news, whil...
