Mad Money w/ Jim Cramer 10/14/26
- Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
- Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
- CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
- Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.