CNBC's "Fast Money" Stocks Bounce After Sell-Off… And Opportunity In The Credit Market 11/21/25
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Nov 21, 2025 Otsi Shate, Chief Credit Officer at Moody's Ratings, shares insights on the global credit outlook for 2026, emphasizing resilient growth and the impact of geopolitical risks. He discusses the implications of rising Japanese government bond yields and how they reflect broader market shifts. The panel also analyzes significant market rebounds after a sell-off, touching on trends in retail, airlines, and housing stocks, while exploring opportunities within the credit markets amidst current economic challenges.
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Technical Bounce Sets Up Year-End Rally
- Stocks rallied after a sharp Nvidia-led sell-off driven by flows, options expiry, and possible policy news about chip exports to China.
- Tim Seymour argues the bounce was technical and sets up a potential year-end rally if holiday buying continues.
Oracle's Downside Is Debt And Visibility
- Oracle fell sharply despite broader market gains due to debt concerns and skepticism about future cloud margins.
- Karen Finerman contrasts Oracle's valuation and business visibility unfavorably with Microsoft and Google.
Institutional Crypto Ownership Amplifies Volatility
- Crypto volatility now matters more because ETFs and institutional ownership increased exposure and spillovers to equities.
- Steve Grasso warns larger institutional ownership can amplify sell-offs via forced reallocations.