Guy Adami, Dan Nathan, and Danny Moses delve into the current state of interest rates and bond yields. They explore the broader market implications, particularly focusing on the Mag 7 tech stocks and their earnings performances. Dan Nathan shares insights from his conversation with Cameron Dawson, CIO of New Edge Wealth, about the volatility in interest rates, her outlook for equities, and potential moves in 2025. The episode also touches on topical issues including the performance of the airline and tech sectors, spotlighting companies like Boeing, Super Micro, and Tesla. The team discusses the implications of a potentially changing political landscape on these trends.
After the break (43:40), Cameron Dawson of NewEdge Wealth provides an overview of economic growth, productivity gains, and the possible impact of high rates as we look ahead to the year's end and into 2025. Dan and Cameron also discuss the upcoming 2024 presidential election and market implications for each candidate.
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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
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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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