Exploring the US Treasury, the Federal Reserve, and Market Concerns

On this episode of On The Tape, Dan Nathan, Danny Moses & Guy Adami give their biggest takeaways from the first week of the year, discuss Fed rate cut expectations, and preview earnings season.

Key Insights from the Pod: 

• Intro (1:15)
• Fed rate cut expectations (2:30)
• CME FedWatch Tool 
• Fed Sees Rates Staying High for Some Time With Cuts Eyed in 2024
• BlackRock’s Lynam Calls Early Credit Drop a ‘Healthy Correction’
• Mobileye guiding down (6:45)
• Health Care stocks surprising Guy the first week of the year (8:15)
• Apple downgrades flying in (11:45)
• Why Danny is buying Walgreens (15:50)
• What would make Dan buy Apple? (18:00)
• The Fed’s repo market (21:40)
• JPMorgan’s meteoric rise/Citigroup (28:00)
• Why the US money supply is shrinking for the first time in 74 years
• Debt to GDP (32:15)
• US Debt Clock
• Shipping stocks (38:00)
• Crude oil (40:00)
• Bank earnings preview (43:00)

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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Check out our show notes here

Learn more about Ro body: ro.co/tape

See what adding futures can do for you at cmegroup.com/onthetape.

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Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

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