Stay Gold Danny Boy & A Conversation With Anastasia Amoroso

Guy Adami, Dan Nathan and Danny Moses are back with another What’s the big takeaway from today’s CPI report (3:40)? The guys offer insight on how Taiwan Semiconductor might be an early test for how earnings season and the second half of 2023 will look (10:00). The debt ceiling is looming, what is the Fed going to do (16:00)? Danny is taking momentum into the playoffs with his picks for Wild Card Weekend (26:05). Anastasia Amoroso joins the show again to discuss her outlook for 2023 (30:00). How is Anastasia thinking about a possible upcoming Fed rate pause (36:30)? Anastasia discusses the re-balancing we’re seeing in the labor market and how she views earnings for 2023 (39:30). What does a “soft landing” actually look like (41:45)? Anastasia details how she thinks the China re-opening process will play out in the markets (47:45).

Check out our show notes and transcript here

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