The Federal Reserve's struggle to convince the market about the temporary nature of inflation and the cautious approach towards rate cuts are discussed, highlighting the need for closer inflation targets and avoiding frank discussions.
Economic data and earnings season combined for a volatile weak in the stock market.
(00:21) Bill Mann and Jason Moser discuss:
- The latest inflation numbers and what they mean for investors
- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk
- Nvidia’s disclosure of its investments and how it impacted stocks
(19:11) Corrado Russo shares some thoughts on the international real estate market.
(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot
Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS
Host: Ron Gross
Guests: Bill Mann, Jason Moser, Corrado Russo
Engineers: Dan Boyd
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