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.
42:25
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Quick takeaways
- The podcast discusses the potential impact of President-elect Trump's economic policies on the market, emphasizing concerns about tariffs and their complex implications.
- Consumer spending during the holiday season shows a positive trend with online shopping significantly outpacing in-store purchases, indicating resilience in the economy despite inflation concerns.
Deep dives
Market Overview and Treasury Yields
The podcast reviews the current state of the stock market, revealing a slight decline across major sectors after a strong rally. The S&P 500 index has decreased by a small margin, while technology stocks like Apple and NVIDIA show mixed performance. A significant focal point is the rise in Treasury yields, which has continued despite recent Federal Reserve rate cuts, with the 10-year yield nearing its highest level since 2022. This increase in yields raises concerns about higher borrowing costs for consumers, impacting loans and credit interest rates.
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