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CNBC's "Fast Money"

Banks Surge On Results… And CPI’s Impact On The Fed 1/15/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 15 January 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Bank stocks surging as the group kicks off earnings season on a positive note. How their financials are faring, and the setup for the rest of earnings. And It wasn’t just the banks in the green. Stocks surging across the board as core inflation slows in December. What the data means for the central bank’s next move, as we count down to another Fed rate decision. Fast Money Disclaimer

Transcript

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0:00.0

Live in the Nazak market site in the heart of New York City's Times Square, this is fast money.

0:06.1

Here's what's on tap tonight.

0:07.6

A big bank boom, the major financials getting earnings season off to a strong start.

0:12.0

Is this just the start of an even bigger rally to come?

0:14.5

We'll debate that.

0:15.5

Plus, a rate cut revival, treasury yields sinking.

0:18.0

On the back of this morning's inflation report, did the CPI print put a Fed move back on the table or is it the action premature?

0:24.6

And later, lackluster Lilly, while the weight loss heavyweight failed to rebound from yesterday's losses,

0:29.6

private equity diving in to college sports, will it be a smart investment?

0:33.6

And two more acronym reveals, one totally totally tubular and the other doesn't

0:38.6

quite play by the rules but we'll allow at this time i'm melissa lee come to you live from

0:43.2

studio be at the nabit on the desk tonight tim semore karen fireman guy adami and our very

0:47.7

special guest trader tonight joe mowgliah the former chairman and CEO of td ameritrade a friend to

0:53.0

this show for all 18 years of our existence.

0:56.1

Joe, welcome.

0:56.8

Thank you, Melissa.

0:57.6

Great to have you there, so.

0:59.5

I'm honored to be honest.

1:01.1

Thank you.

1:01.8

Thank you.

1:02.2

We start off at today's massive rally on Wall Street at Dow gaining more than 700 points where it's highest close of the year.

1:08.0

The NASAC up merely 2.5% on a cool inflation print. The major

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