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Temerity, Punditry & More Market Uncertainty
Manage episode 471013097 series 2938944
Dan Nathan and Guy Adami dive into the implications of the latest Consumer Price Index (CPI) data, which came in softer than expected. They discuss how the Federal Reserve's preferred inflation metrics, tariffs, and the looming trade war with China affect market sentiment. The conversation touches on the recent fluctuations in the stock market, particularly the performance of tech stocks like Nvidia ahead of their user conference, the impact of the trade war on inflation, and the potential for a slowdown in the job market. The discussion also highlights the recent performance of banking stocks, consumer spending trends, and the importance of bipartisan support for economic reforms. The episode explores the forecasting challenges faced by market strategists and the potential for significant market moves in the near future.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
769 episodes
Manage episode 471013097 series 2938944
Dan Nathan and Guy Adami dive into the implications of the latest Consumer Price Index (CPI) data, which came in softer than expected. They discuss how the Federal Reserve's preferred inflation metrics, tariffs, and the looming trade war with China affect market sentiment. The conversation touches on the recent fluctuations in the stock market, particularly the performance of tech stocks like Nvidia ahead of their user conference, the impact of the trade war on inflation, and the potential for a slowdown in the job market. The discussion also highlights the recent performance of banking stocks, consumer spending trends, and the importance of bipartisan support for economic reforms. The episode explores the forecasting challenges faced by market strategists and the potential for significant market moves in the near future.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
769 episodes
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