2nd Hour: Countdown to the Fed, Salesforce CEO Marc Benioff, Housing Outlook for 2025 12/18/24
Squawk on the Street
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Navigating Healthcare and Energy Demand
This chapter examines the disappointing performance of the healthcare sector in 2024, focusing on the struggles of insurers and the rise of medical device manufacturers. It also discusses the anticipated Federal Reserve interest rate cuts and their implications for the housing market, alongside the challenges of energy demand driven by AI and data centers. Insights are shared on the energy strategies of power companies, emphasizing the need for a balanced approach to meet growing energy needs sustainably.
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