Description
With a new CPI print dropping today, Tony and Jessica discuss whether the Fed is done with rate hikes and what the beginning of earnings season might mean for markets. Tony takes a bearish trade in the weakening industrials sector, which is currently facing a lot of downward pressure, and Jess highlights an earnings play with a big name in tech.
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Now on the other side of the 2024 presidential election, we discuss its potential impact on markets using 2016 as a guide. The Fed appears poised to cut rates again in December, but risk remains for a rate-cut slowdown with policy shifts that could be inflationary. Tony shares two bullish ideas...
Published 11/15/24
Tony has a lot to cover in this week’s show. He discusses the market reaction to the election and expectations leading up to the FOMC meeting. He then shares two bullish trade ideas: The first move is for an IT company with AI capabilities, and the second focuses on a pharmaceutical giant.
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Published 11/08/24