
CNBC's "Fast Money" A “Targeted” Problem, or a Bigger Concern? Plus What Treasury Yields’ Big Rise Mean For Markets 8/16/23
Aug 16, 2023
Target's underperformance raises concerns for the consumer market. The rise in 10-year yields and credit card delinquencies is discussed, along with implications for the Fed. The 'streamflation' phenomenon in the streaming industry is explored. The potential US Steel and Cleveland Cliffs deal and its implications are analyzed. The podcast concludes with insights on stock performance and challenges faced by Las Vegas.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Target's Underperformance and Prospects for Improvement
01:41 • 8min
The Current State of the Consumer Market
09:14 • 10min
Market Reaction to No Rate Cuts, Cisco Shares and Streaming Wars
19:35 • 2min
The Rise of 'Streamflation'
21:39 • 4min
Exploring the Factors Affecting Streaming Packages and Market News
25:23 • 2min
Volatile Day on Wall Street after Fed's Statement
27:07 • 4min
Mining giant's interest in acquiring US Steel sparks debate and opposition
31:03 • 2min
Implications of a Potential US Steel and Cleveland Cliffs Deal
32:46 • 11min
Stock Performance, Vegas Headwinds, and Final Trades
43:56 • 3min
