Historic Post-Election Rally, Qualcomm and Arm Earnings, Tech CEOs and Trump: Round 2 11/07/24
Squawk on the Street
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Post-Election Market Dynamics
This chapter delves into the market reactions following a recent post-election rally, focusing on the Federal Reserve's impending rate decision. Key topics include the economic disparities under different administrations, challenges faced by small-cap regional banks, and the potential for industry consolidation. The discussion further examines the impact of tariffs on various sectors, communication strategies within the Biden-Harris administration, and the contrasting trajectories of tech giants like Qualcomm and Arm.
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