RiskReversal Pod Fed Preps For Rate Cut Shift | MRKT Call
5 snips
Dec 14, 2023 Market analyst Dan Nathan, stock trader Guy Adami, and market strategist Liz Young discuss the Fed's preparation for a rate cut shift, the impact of yields and inflation, small caps, XLE, Toll Brothers, and earnings insight in this engaging podcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Market Anticipation of Rate Cuts
03:43 • 17min
The Impact of Interest Rates and Fed's Focus
20:52 • 8min
Renewed Volatility and Small Caps
28:27 • 11min
Doubts about Math and Projections, Margin Expansion Feasibility, and Fact Set Sponsorship
39:34 • 2min
Reflecting on Mistakes and Future Podcast Episodes
41:42 • 2min