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Halftime Report

The Stock Selloff 12/30/24

Dec 30, 2024
Joe Terranova, Bryn Talkington, and Rob Sechan join the discussion with their sharp insights as investment committee members. They dive into the December stock sell-off, emphasizing caution for year-end investing. The guests analyze the strength of the dollar and its effects on Q4 earnings, while balancing concerns about tech giants like Microsoft. They discuss the upcoming year’s market trends, housing challenges, and investment opportunities, concluding with an optimistic outlook on certain stocks as they prepare for 2024.
44:11

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Quick takeaways

  • The stock market is currently experiencing a downturn, leading to cautious investor sentiment as we approach 2025 and the upcoming earnings season.
  • Interest rates are a major concern affecting various sectors, prompting investors to reassess risk and value positioning in their portfolios.

Deep dives

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