Dan Nathan and SoFi's Liz Young Thomas of dive into the latest market trends, focusing on earnings season, with significant attention to consumer commentary from CEOs. They discuss Jamie Dimon's perspective on higher interest rates for longer, Apple's focus on India vs. China sales, and a potential $23 billion cybersecurity deal involving Google. The episode also explores the implications of the weekend's political events on the markets. Liz provides insights into the financial sector, especially banks' net interest income and margin pressures, and the yield curve inversion's impact on banks. They touch on the labor market, inflation, and how consumers' discretionary spending is cooling. The discussion spans various sectors from consumer staples to small caps, as well as geopolitical influences on global growth, particularly in China. The episode closes with a look at upcoming earnings from major financial institutions and companies like American Express.
Further Reading
- Burberry shares drop 16% after the luxury giant issues profit warning and replaces CEO (CNBC)
- Apple’s India Sales Surge 33% to Record in Shift From China (Bloomberg)
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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