

Closing Bell: Sidestepping Seasonal Weakness 10/16/24
Oct 16, 2024
Gabriela Santos from J.P. Morgan and Ankur Crawford from Alger dive deep into market trends, debating the potential for a lasting rally amid seasonal shifts. Robert Kaplan analyzes the Fed's future moves, while Stacy Rasgon navigates the semiconductor sector's volatility. Erin Brown shares insights on overall market dynamics and investor sentiment as earnings season begins, emphasizing the resilience of consumer spending and the impact of tech innovations. Together, they unpack the complexities of today's economic landscape and investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Navigating Economic Growth and Tech Dynamics
02:44 • 12min
Investment Banking Insights and Market Recovery
14:57 • 4min
Navigating Economic Challenges
18:49 • 5min
Market Sentiment and Earnings Outlook
23:37 • 2min
Current Trends in the Equity Market
25:07 • 17min
Market Performance Analysis: Financials vs. Defensives and Small-Cap Trends
42:34 • 2min
Analyzing Treasury Yields and Market Trends
44:26 • 2min