Description
This week’s CPI print triggered another rally to all-time highs as markets priced in a 60% chance of two rate cuts this year. However, upside may be limited due to negative divergence. Tony highlights a bearish trade with a major motorsports brand, while Jess shares another opportunity in tech as AI continues to accelerate.
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Options Disclosure Document
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