Dan Nathan and Guy Adami discuss a variety of topics including insights from the Treasury Secretary on 'Meet the Press', the upcoming Federal Reserve meeting, Nvidia's GTC conference with CEO Jensen Wong, and recent China economic data. Dan and Guy analyze last week's market performance, focusing on the VIX and S&P 500 movements, and debate whether the recent market bounce is temporary or a sign of a longer-term trend. They also discuss the potential impacts of Nvidia's keynote on tech stocks, China's stimulus efforts, and the market performance of semiconductor companies like Intel and AMD. Additionally, they touch on comments from notable market strategists and Fed expectations. Towards the end, they preview key earnings reports from FedEx, Micron, and Nike, and discuss their implications for the economy and various sectors.
Timecodes
0:00 - Bounce Back
3:45 - Nvidia
6:00 - China
9:15 - Market Sentiment
17:00 - Fed Preview
19:50 - Earnings (FDX, MU, NKE)
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
