Market Pauses Into Fed; Amer Sports, ATI, Amphenol In Focus
Dec 9, 2025
Ken and Ed dive into a quiet market, discussing small-cap strength amidst mixed index performances. They unpack the implications of a stronger JOLTS report and upcoming Fed rate cuts. Highlights include Amer Sports' earnings-driven breakout, ATI's solid performance in specialty alloys, and Amphenol's rapid growth fueled by data centers. The duo also addresses recent biotech weakness and the volatility surrounding NVIDIA, while silver enjoys a rally. Tune in for insights on market tone and stock recommendations!
AI Snips
Chapters
Transcript
Episode notes
Market Pausing Near Highs
- The market paused but remains in a steady uptrend heading into year-end and the Fed decision.
- Ken Shreve and Ed Carson view minor pullbacks as healthy for forming handles and allowing buying opportunities.
Jobs Data Didn’t Upend Fed Expectations
- Strong JOLTS job openings didn't change the market's expectation of a Fed rate cut tomorrow.
- Traders expect the Fed to cut rates and major earnings and the Fed meeting will guide near-term direction.
Hold New Buys Until After Fed
- Wait until after the Fed before adding new positions to reduce event risk.
- Observe Oracle and Broadcom earnings before increasing exposure, according to Ed Carson.
