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On The Tape

AI, Autonomy & Fed Speak: What's Moving Markets This Week?

Nov 18, 2024
Join a lively discussion about market predictions from top Wall Street firms, including insights on the S&P 500 and the influence of rising bond yields. The conversation delves into inflation and Jerome Powell's confidence amid challenges. Key earnings from giants like Nvidia and Tesla take center stage, shedding light on tech market dynamics and the impact of AI and autonomy. With a mix of banter and expert analysis, this episode highlights the complexity of navigating today’s volatile economic landscape.
39:13

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Quick takeaways

  • Major Wall Street firms project a bullish outlook for the S&P 500, suggesting substantial growth despite previous skepticism about declines.
  • Inflation concerns and Federal Reserve decisions are intricately linked, influencing market performance and shifting investor expectations regarding equity valuations.

Deep dives

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