Closing Bell Closing Bell: AWS’ New CPU Server, Oil Prices & Global Conflict 6/17/25
Jun 17, 2025
Listeners explore the impact of escalating geopolitical tensions on the stock market, particularly regarding U.S. military strategies. Experts discuss balancing investment strategies amid economic uncertainties, including inflation and tariffs. Eli Lilly's acquisition of Verve and Jabil's strong performance highlight notable market shifts. Amazon's innovative chip technology aims to rival industry leaders. The dynamics of AI competition are analyzed, alongside potential market corrections and vulnerabilities stemming from high valuations and economic data insights.
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Geopolitical Tensions and Markets
- Geopolitical tensions historically haven't impacted markets significantly after six months.
- Investors should balance short-term caution with long-term opportunities, focusing on quality and volatility.
Balanced Risks in Market Outlook
- Risks in markets currently balance out positives and negatives, leading to a neutral equity allocation.
- Tariffs and trade deals could still disrupt growth and increase volatility in the near term.
Economic Data Supports Credit Opportunities
- The U.S. economic data has held up despite weak manufacturing surveys and softer employment data.
- Private and structured credit offer better risk-adjusted returns amid tighter bank lending and stagflation risks.