

The Fed Decision, Tech Earnings on Tap
Jan 29, 2025
Mike Green, Chief Strategist at Simplify Asset Management, and Amanda Lynam, Head of Macro Credit Research at BlackRock, delve into the intricacies of the financial landscape. They discuss how Federal Reserve interest rate decisions could impact markets and the changing dynamics of credit investments. The conversation highlights the challenges looming over tech earnings and the role of AI in shaping future trends. Plus, they offer strategic insights for personal investment amid current pressures and economic uncertainties.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility and Politics
- Current market volatility stems from political uncertainty, not market fluctuations.
- Markets remain calm despite political chaos, possibly due to investor inertia.
Impact of NGO Funding Halt
- A federal judge's stay on funding for NGOs supporting Trump's executive orders creates uncertainty.
- The impact on payrolls, businesses, and commercial real estate is unknown.
Investment Advice Amidst Noise
- Focus on earnings and market fundamentals amid political noise.
- Consider ASML's December quarter results and DeepSea's recent findings.