Mining Stock Daily
Tony Greer on the Battle Royale between Rates, Equities and Inflation heading into the US Inauguration
Jan 9, 2025
Tony Greer, a commodity markets expert and host of the Oil Ground Up podcast, dives into the chaotic interplay between tech stocks and bond markets following Nvidia's announcement. He outlines the volatility tied to Federal Reserve policies and warns of possible market pullbacks. The conversation also highlights the eye-watering surge in cocoa prices due to supply issues, while Greer explains how inflation and the upcoming political transition could reshape economic landscapes. Expect insights that are both timely and thought-provoking!
26:01
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Quick takeaways
- Nvidia's product announcements have sparked significant volatility in tech stocks, highlighting investor concerns about potential bearish trends in the sector.
- Rising bond yields signal inflation worries that could impact equities, while a strengthening commodities market suggests a possible bullish cycle driven by economic shifts.
Deep dives
Market Dynamics and the NVIDIA Influence
Recent trading dynamics indicate a shift in the market, particularly influenced by NVIDIA's new product announcement, which was followed by a significant price reversal. After reaching an all-time high, NVIDIA's stock declined, causing concerns about a potential peak and indicating a bearish trend for the tech sector. This reversal reflects a broader pattern where major indices, like the NASDAQ, are approaching critical moving average support levels. The correlations between the bond market and equity valuations have become more pronounced, suggesting anxiety around Federal Reserve policies and their impact on investor sentiment.
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