What podcasts say about Colette O'Claire

Every statement, with the speaker, the exact quote and the moment it was said.

What Colette O'Claire has said on podcasts

66 statements · 23 positive · 28 negative · 5 mixed · 10 neutral

on CPI inflation breadthNegativeOct 14, 2026· Schwab Market Update Audio
CPI components above 3% need to decline sharply for the Fed to see progress
“that percentage reached 60% in August, and that probably needs to decline sharply in September for the Fed to feel there's been progress”
Listen at 1:49
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on U.S. banking industryPositiveOct 14, 2026· Schwab Market Update Audio
The banking industry appears healthy overall
“the industry looks healthy overall”
Listen at 3:47
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on Banking-industry IPO activityNegativeOct 14, 2026· Schwab Market Update Audio
Banking-industry IPO momentum weakened in the third quarter
“the strong start to the year for initial public offerings or IPOs across the banking industry flagged in the third quarter”
Listen at 4:09
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on Prominent firms' IPO postponementsNegativeOct 14, 2026· Schwab Market Update Audio
Rising yields may have contributed to prominent firms postponing IPOs
“possibly due to tighter financial conditions as yields rose”
Listen at 4:21
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on BanksPositiveOct 14, 2026· Schwab Market Update Audio
Banks can remain profitable in a rising-rate environment
“evidence that banks can profit in a rising rate environment”
Listen at 4:51
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on U.S. housing demandNegativeOct 14, 2026· Schwab Market Update Audio
High mortgage rates reduced housing demand
“High mortgage rates kept demand down”
Listen at 7:15
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on U.S. oil pricesPositiveOct 14, 2026· Schwab Market Update Audio
U.S. oil prices rose above $94 per barrel
“oil rose again and topped $94 per barrel in the U.S.”
Listen at 7:51
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on Meta platformsPositiveOct 14, 2026· Schwab Market Update Audio
Meta Platforms shares rose 2.6% after revealing new AI offerings
“Meta platforms rose another 2.6% a day after revealing new AI offerings”
Listen at 9:35
Open the episode · CPI Next as More Big Banks, ASML Unveil Earnings
on Treasury term premiumNegativeOct 12, 2026· Schwab Market Update Audio
Further increases in Treasury term premium could keep long-term yields elevated despite Fed easing.
“Further increases could keep long-term yields elevated even if the Fed softens its hawkish stance.”
Listen at 3:09
Open the episode · Earnings Season, Inflation Data In-Focus This Week
on SpaceX spectrum purchaseNegativeOct 12, 2026· Schwab Market Update Audio
SpaceX’s spectrum purchase is intended to challenge legacy mobile network providers through Starlink.
“The move was viewed as a bid to challenge legacy mobile network providers with the Starlink service.”
Listen at 6:17
Open the episode · Earnings Season, Inflation Data In-Focus This Week
on Humana Medicare Advantage ratingsPositiveOct 12, 2026· Schwab Market Update Audio
Humana’s improved Medicare Advantage ratings should increase government bonus payments.
“The improved ratings from the U.S. Health Department should put the company in line to receive more bonus payments from the government.”
Listen at 6:45
Open the episode · Earnings Season, Inflation Data In-Focus This Week
on Oil prices, Treasury yields, and geopolitical tensionsNeutralOct 9, 2026· Schwab Market Update Audio
Oil prices, Treasury yields, and geopolitical tensions will dominate Friday’s market focus.
“rising oil prices, elevated treasury yields, and ongoing geopolitical tensions will likely remain front and center today”
Listen at 0:30
Open the episode · Oil, Yields Loom Over Stocks Before Sentiment Data
on University of Michigan inflation expectationsNeutralOct 9, 2026· Schwab Market Update Audio
University of Michigan inflation expectations will likely remain a market focus.
“year-ahead and long-run inflation expectations will likely be in focus in the University of Michigan's data once again this month”
Listen at 2:17
Open the episode · Oil, Yields Loom Over Stocks Before Sentiment Data
on Delta Airlines earningsPositiveOct 9, 2026· Schwab Market Update Audio
Delta is expected to report modest year-over-year EPS and revenue growth.
“Delta Airlines is expected to report only a modest year-over-year increase in earnings per share and revenue before the bell today.”
Listen at 2:42
Open the episode · Oil, Yields Loom Over Stocks Before Sentiment Data
on AI-driven revenue growthMixedOct 9, 2026· Schwab Market Update Audio
Investors increasingly question whether AI revenue growth will produce sustainable profits.
“Investors appear to be increasingly focused on record spending commitments and whether AI-driven revenue growth will ultimately translate into sustainable profits.”
Listen at 5:05
Open the episode · Oil, Yields Loom Over Stocks Before Sentiment Data
on September non-farm payrolls reportPositiveOct 2, 2026· Schwab Market Update Audio
A strong jobs report could support Federal Reserve rate increases to fight inflation.
“A firm jobs report could give the Federal Reserve more cover to fight inflation by raising rates”
Listen at 0:35
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on September non-farm payrolls reportNeutralOct 2, 2026· Schwab Market Update Audio
The jobs report likely will not materially affect rate policy absent a major surprise.
“The jobs won't likely have a large impact on rate policy unless numbers are dramatically above or below consensus.”
Listen at 2:13
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on U.S. wagesNegativeOct 2, 2026· Schwab Market Update Audio
Wage growth above 0.3% could reinforce concerns about labor-market tightness.
“if wages rise more than the 0.3 percent expected in today's data, it could reinforce worries about a tighter labor market.”
Listen at 2:27
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on Federal Reserve rate hike before year-endPositiveOct 2, 2026· Schwab Market Update Audio
Market participants assign 83% odds to a rate hike before year-end.
“Market participants still dial in 83% odds of the hike at some point before year-end”
Listen at 2:47
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on Federal Reserve rate hike timingMixedOct 2, 2026· Schwab Market Update Audio
A Federal Reserve rate hike appears more likely in December than October.
“it now looks more like December than October.”
Listen at 2:54
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on August Personal Consumption Expenditures reportPositiveOct 2, 2026· Schwab Market Update Audio
August PCE data indicate that inflation is cooling.
“Inflation is cooling, judging from the August Personal Consumption Expenditures, or PCE, report”
Listen at 4:35
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on U.S. Treasury long-term yieldsNegativeOct 2, 2026· Schwab Market Update Audio
Elevated long-term yields reflect term premium more than Federal Reserve policy.
“This looks more like a term premium story than a Fed story, leaving duration risk elevated even as near-term hike odds fade.”
Listen at 4:44
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on U.S. Treasury auctionsPositiveOct 2, 2026· Schwab Market Update Audio
Strong Treasury auction results might reduce yields.
“Solid auction results might ease yields, but there's no guarantee.”
Listen at 5:22
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on AI demandPositiveOct 2, 2026· Schwab Market Update Audio
Micron's results provided no indication of declining AI demand.
“there was nothing to indicate any decline in AI demand”
Listen at 5:53
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on ToyotaPositiveOct 2, 2026· Schwab Market Update Audio
Toyota continues benefiting from hybrid-vehicle popularity.
“Toyota continues to benefit from the popularity of hybrids.”
Listen at 8:53
Open the episode · Wall Street Braces for Jobs Data in Eventful Week
on 10-year Treasury yieldNeutralSep 25, 2026· Schwab Market Update Audio
The 10-year Treasury yield’s 2007 high may act as resistance today.
“That level could represent a resistance point to watch today.”
Listen at 1:00
Open the episode · Yields, China, Iran All in Focus as Weekend Nears
on Two-year Treasury yieldNeutralSep 25, 2026· Schwab Market Update Audio
The two-year Treasury yield generally reflects expected Fed funds rates one year ahead.
“Generally, the two-year Treasury yield is a good representation of where the markets expect the Fed funds rate to be in one year's time.”
Listen at 2:42
Open the episode · Yields, China, Iran All in Focus as Weekend Nears
on Federal ReservePositiveSep 25, 2026· Schwab Market Update Audio
Fed rate hikes can increase short-term investment yields.
“Fed rate hikes could pull up the yields on short-term investments.”
Listen at 2:54
Open the episode · Yields, China, Iran All in Focus as Weekend Nears
on Short-term investment yieldsNegativeSep 25, 2026· Schwab Market Update Audio
Higher short-term asset yields compete with stocks for investor cash.
“When yields on the assets rise, they compete with stocks for investor cash, another potential challenge for Wall Street.”
Listen at 3:07
Open the episode · Yields, China, Iran All in Focus as Weekend Nears
on Utilities and consumer staples stocksNegativeSep 25, 2026· Schwab Market Update Audio
Utilities and staples tend to underperform when yields rise.
“Certain sectors, notably utilities and staples that offer dividends, tend to lose ground when yields rise”
Listen at 3:15
Open the episode · Yields, China, Iran All in Focus as Weekend Nears

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.