Christina Partsinevolos

Christina Partsinevolos, a CNBC correspondent who tracks the tech and semiconductor markets, joins Bryn Talkington of Requisite Capital, economic strategist Robert Kaplan, and Washington correspondent Megan Casella. They discuss the anticipated impact of Nvidia's earnings on investors and how U.S. export restrictions on semiconductors could lead to significant losses. The group also analyzes the economic landscape, Federal Reserve policies, and market adaptability amidst growing volatility, focusing on strategic insights for navigating challenging conditions.

Jeremy Siegel, a Wharton finance professor and chief economist at WisdomTree, shares his market expertise, focusing on the trend of optimism in the financial sector. Christina Partsinevelos, a CNBC correspondent, breaks down the latest market movers and economic indicators. They discuss the impact of rising interest rates, tariffs on consumer confidence, and the resilience of tech stocks, particularly in the semiconductor industry. The duo also analyzes Apple's production challenges and future market opportunities as they navigate shifting dynamics.

Mohamed El-Erian, Chief Economic Advisor at Allianz, shares insights on market trends and the potential for corrections. Christina Partsinevolos, CNBC reporter specializing in the chip sector, discusses the dynamics influencing top tech stocks. Anisha Sherman, VP at Bernstein, analyzes retail opportunities as consumer spending shifts. They explore the impacts of rising Treasury yields, inflation concerns, and the resilience of luxury retail, painting a complex picture of the economic landscape as the new year approaches.