SOTS 2nd Hour: Nvidia in Correction Territory, Trump Takes Aim at PBMs, CNBC Fed Survey 12/17/24
Squawk on the Street
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Holiday Shipping Surge and Market Insights
This chapter examines the dramatic rise in shipping volumes expected during the holiday season, driven by significant retail preparations and the challenges of a freight recession. It highlights contrasting performances in the tech sector, particularly between Tesla and NVIDIA, alongside insights from the CNBC Fed Survey about stock valuations and economic outlooks. The discussion also covers the struggling housing market with rising interest rates and the strategies home builders are employing to attract buyers.
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