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The Rip Your Face Off Rally + Trading the S&P 500 Futures | MRKT Call
Nov 14, 2023
Financial analyst and trader Dan Nathan, hedge fund manager Danny Moses, and stock trader Guy Adami discuss market trends, reactions to CPI data, impact of treasury auctions, market rallies and fluctuations, and the health of the retail industry in an entertaining podcast.
32:00
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Quick takeaways
- The stock market rally and drop in yields after a lower than expected CPI reading may indicate market expectations of a soft landing and possible rate cuts by the Fed.
- Financial stocks, like Bank of America, saw gains despite economic concerns, possibly due to expectations of a soft landing and improved corporate earnings.
Deep dives
Inflation and Yields: Surprising Reactions
Despite a lower than expected CPI reading, the reaction in yields was unusual, with the 10-year yield dropping 20 basis points while the stock market rallied. Some analysts believe this may be due to the market chasing a perceived soft landing and the belief that the Fed may cut rates sooner than expected. However, others caution that economic slowdown and credit risks remain, urging investors to be cautious.
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