In this article, we will look at Jim Cramer’s stock calls as he discussed the impact of the bond market. The host of CNBC’s Mad Money said on Monday that the market’s late-March bottom had little to do with equities themselves and instead came down to interest rates.

First, you have to recognize, no matter what you heard today, that the supposed bottom last week was not caused by anything related to stocks themselves. The bottom was caused by interest rates… What happened was Fed Chief Jay Powell came to talk at Harvard on Monday, March 30th, and he took a lot of people by surprise, who followed bonds at least. He said that inflation expectations are grounded even as the energy prices rise. He said the central bank doesn’t need to respond to this oil shock with higher interest rates.

READ ALSO: Jim Cramer’s 14 Stock Calls, Including Exxon, Lockheed and Upcoming CPI Data and 11 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally.

Cramer pointed out that Powell made it clear the Fed would look past short-term swings in energy markets. He highlighted Powell’s remark that the federal funds rate was already at a level that allowed policymakers to “sit and observe.” Cramer said, “That was a monumental call.” He noted that while many stock traders overlooked its significance, it mattered greatly to bond investors and was enough to halt the drop in bond prices, thereby pushing yields lower.

Here’s the bottom line: If we see oil go up and rates go up, well then, I think we haven’t seen the bottom. But if rates stay tame, then last week’s lows could represent a real firm bottom, and we might be able to buy the stocks of companies that are due to report. That means the banks first up, may be the best here. They could surprise with some excellent mergers and acquisitions and some good news about IPOs down the road. I like a bunch of them. Check with the Charitable Trust. Lot to buy.

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 6. We listed the stocks in the order that Cramer mentioned them.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer’s 12 Stock Calls and the Impact of the Bond Market

12. BGC Group, Inc. (NASDAQ:BGC)

BGC Group, Inc. (NASDAQ:BGC) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. Toward the end of the recent lightning round on Mad Money, a caller asked about the valuation of the stock as they noted a significant discrepancy between its current trailing and forward PE multiples. Cramer replied:

Okay, well, I think that it’s considered too commodity. I think, but I agree with you, by the way. It does seem too cheap to me. It has been historically cheap is the problem. People just don’t pay up for it. Remember, you are at a high, and I don’t want to push a stock at its high when there are other brokers that are way, way off their highs.

BGC Group, Inc. (NASDAQ:BGC) provides technology and brokerage services, helping large institutions and governments trade assets such as bonds, stocks, and energy products.

11. Planet Labs PBC (NYSE:PL)

Planet Labs PBC (NYSE:PL) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. A caller inquired if the company has room to grow, and here’s what Cramer had to say:

You know what? I think there is. I think that they do an extraordinary job. A lot of what we’re seeing about what’s going on over there in Iran is from them. I think they’re just dynamite. I would stay long.

Planet Labs PBC (NYSE:PL) designs and operates satellite constellations that provide high-resolution geospatial data and daily Earth imaging through an online platform. In addition, the company provides custom satellite manufacturing, mission operations, and data analysis tools. During the April 15, 2025, episode, a caller inquired whether they should stay with the stock or not, and Cramer replied:

Okay, we’re not, ever since President Trump came in, we’re not recommending any stocks that are losing money. It’s just, life’s too short… That’s a whole new category, long, short, life’s too short. Planet Labs’ in that third category.

It is worth noting that since the above comment was aired, the company’s stock is up by over 970%.

10. Nebius Group N.V. (NASDAQ:NBIS)

Nebius Group N.V. (NASDAQ:NBIS) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. Answering a caller’s query about the stock, Cramer said:

Okay, Nebius is doing quite well, and I normally, I would’ve said two years ago, way too speculative, but I’ve gotta tell you, they’re winning a lot of orders. I think they do a good job. I like CoreWeave more, but Nebius is actually a very respected company. I think you gotta good one.

Nebius Group N.V. (NASDAQ:NBIS) provides AI-focused infrastructure, including GPU-based cloud platforms and tools that support the development of advanced models. When a caller inquired about the stock during the January 7 episode, Cramer responded:

Well, I’ll tell you, a younger person came to me, asked me about stocks that were losing money the other night… And I said to him, losing too much money, and I said, you’re young, you can speculate on it. A person who’s a little bit older, too much risk to it. But I blessed it for him because he’s very young. Otherwise, no, the opportunities are better elsewhere.

9. Enbridge Inc. (NYSE:ENB)

Enbridge Inc. (NYSE:ENB) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. A caller inquired what a good buy-in price would be for the stock, and Cramer was quick to say:

Oh my God, right here, right here. Buy some and hope it goes lower. That’s how good it is. And you’re absolutely right. I mentioned it in the book. It’s really for everybody, not just for retirees. It’s for everyone.

Enbridge Inc. (NYSE:ENB) operates major energy infrastructure, transporting oil and natural gas and managing utility and renewable energy assets. A caller asked for Cramer’s thoughts on the stock during the February 6 episode, and Cramer replied:

I love Enbridge, but it hit a 52-week high today. It reports next week. I still think they, you know, look, the yield’s great. It’s a really good company. I’m not going to push something at a 52-week high before it reports. There’ll be people who don’t like it, and that’s when you’re going to want buy it, after they sell it.

8. TMC the metals company Inc. (NASDAQ:TMC)

TMC the metals company Inc. (NASDAQ:TMC) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. When a caller inquired about the company during the lightning round, Cramer commented:

No, keep looking. Don’t buy it. It’s electric vehicles, and we, unfortunately, those are no longer, how about in vogue? That sounds pretty rash, but in vogue.

TMC the metals company Inc. (NASDAQ:TMC) explores the seafloor for polymetallic nodules to collect and refine metals like nickel, cobalt, and copper. The materials the company explores support the production of electric-vehicle batteries, energy storage systems, and steel. During the episode aired on June 25, 2025, a caller sought Cramer’s advice on the stock. The Mad Money host responded:

Okay, heavily speculative stock, and as I said a couple of months ago, I’ve changed my view on this. If I think that a stock can go up on a headline, I’m no longer going to prevent people from doing, you can be what, you can be that, you can keep that speculative stock. I’m fine.

It is important to note that TMC the metals company Inc.’s (NASDAQ:TMC) share price has seen a decline of over 43% since the above comment was aired.

7. EchoStar Corporation (NASDAQ:SATS)

EchoStar Corporation (NASDAQ:SATS) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. A caller asked if the company is a suitable investment proxy for SpaceX. Cramer replied:

I gotta tell you, I think it is. It’s moved so much, but I still think it is a great proxy, and I’m going to hand it to you for actually even thinking it through.

EchoStar Corporation (NASDAQ:SATS) provides networking technologies and communications services, including satellite television, streaming video, wireless connectivity, broadband access, and 5G infrastructure. Cramer mentioned the stock during the March 9 episode and said:

Finally, there’s EchoStar, which is a satellite play. After doing nothing for basically 17 years, this company burst into the scene last year with some huge deals to sell spectrum. In late August, EchoStar announced it would sell certain wireless spectrum licenses to AT&T for $23 billion. Just a couple of weeks later, in early September, they rolled out a separate deal to sell spectrum licenses to SpaceX for $17 billion.

In November, they increased the size of that SpaceX transaction. Basically, the market dramatically underappreciated the value of EchoStar’s spectrum assets, which is why the stock has been skyrocketing, up nearly 300% over the past year. Following the SpaceX deal, which included some stock consideration, I think some people might have bought EchoStar purely as a backdoor way to get some exposure to Elon Musk’s SpaceX ahead of its IPO. That’ll probably be smart. It’d probably be red-hot.

6. Sysco Corporation (NYSE:SYY)

Sysco Corporation (NYSE:SYY) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. Cramer highlighted the possible impact of the company’s Jetro deal, as he stated:

Last week, Sysco Corporation, SYY kind, made a big move and Wall Street doesn’t seem to like it. The food distribution kingpin announced that it’s acquiring Jetro Restaurant Depot, for $29 billion in cash and stock. Sysco plunged from $81 to $69 on the news. And while it’s rebounded to $73 today, it’s still down. I think this is nuts, and I say that as someone with experience both as an innkeeper and a restaurateur. If you’re a restaurant, you go to Sysco to keep yourself supplied long term. Jetro, meanwhile, is where you go when you’re in a jam or if you own a small scale restaurant or an inn.

It’s got 166 locations across 35 states. You combine both these assets into one company and you’ve got the entire restaurant industry over a barrel. It’s perfect. According to management, this deal should increase their revenue by 20% and their free cash flow by 55%. Sysco says it will result in mid to high single digit increases just in the first year and a low to mid-teens increase in year two. Plus, even before we learned about the merger, Sysco was doing incredibly well. That’s why I think this stock’s such a steal after the sell-off.

Sysco Corporation (NYSE:SYY) distributes food products, including meats, produce, and frozen meals, to restaurants, healthcare facilities, and schools. The company also supplies other items, such as kitchen equipment, tableware, and cleaning supplies.

Click to continue reading and see Jim Cramer’s 5 Stock Calls and the Impact of Bond Market.

Disclosure: None. Follow Insider Monkey on Google News.