Squawk on the Street SOTS 2nd Hour: 2025 stocks to watch: from Software to Renewables to Cannabis, plus: IMAX CEO's 2025 Predictions 12/26/24
Dec 26, 2024
Get ready for a compelling dive into stock market trends! Key areas of focus include the promising outlook for renewable energy and software stocks, alongside the ups and downs in cannabis investments. Tune in for insights from IMAX's CEO about box office predictions and holiday demand. Explore the implications of rising interest rates on consumer spending and their impact on the broader economy. Plus, the podcast highlights the evolving landscape of cannabis legalization and its future potential in the market.
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Consumer Spending vs. Rising Yields
- Consumer spending remains strong, driven partly by credit card usage.
- Rising treasury yields may increase borrowing costs, posing a future headwind.
Interpreting Rising Treasury Yields
- Rising treasury yields reflect potential economic outcomes, both positive and negative.
- These include stickier inflation, better growth prospects, and market reactions to President-elect Trump's policies.
Zandi's View on Trump's Economic Policies
- Mark Zandi believes Trump's policies benefit the stock market but harm the economy.
- He cites corporate tax cuts and deregulation as market positives, while tariffs and deportations pose economic risks.