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MRKT Matrix
5 Stocks To Watch As Global Yields Hit 15-Year Highs
Aug 17, 2023
Dan Nathan, Guy Adami, and Carter Worth discuss global yields hitting 15-year highs. Dan updates on his TLT trade. Carter looks at homebuilders like NVR, PHM, TOL, DHI, LEN, and MTH. They also analyze Applied Materials stock and discuss the valuation case for energy stocks.
38:31
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Quick takeaways
- Rising bond yields may lead to a broader decline in stocks, potentially impacting equity markets.
- The recent rise in bond yields could unsettle equity markets and create volatility in other risk asset classes, such as equities.
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Podcast Episode Overview
This podcast episode covers a range of topics including the bond market, technical analysis, and the performance of various stocks. The discussion highlights the potential impact of rising bond yields on equity markets, particularly on homebuilder stocks. The episode also explores the role of technical analysis in investment decision-making, with a focus on charts and price patterns. Additionally, the podcast delves into the performance and outlook of specific stocks such as Applied Materials, NVIDIA, and oil companies like Chevron and Exxon. Overall, the episode provides insights into current market trends and potential implications for investors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode