SOTS 2nd Hour: Nvidia in Correction Territory, Trump Takes Aim at PBMs, CNBC Fed Survey 12/17/24
Squawk on the Street
Market Insights and Economic Forecasts
This chapter explores the recent decline of UnitedHealthcare shares and its impact on the Dow, alongside varying economic data from retail sales to builder sentiment. It analyzes the implications of inflation trends and consumer spending on future monetary policy, indicating a two-speed economy where larger firms may prosper while smaller ones lag. The conversation also emphasizes the need for cautious investment strategies amid high valuations and the challenges posed by tariffs and interest rate adjustments.
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