Marketplace Thriller and a Conversation with Cameron Dawson
November 1, 2024
Guy Adami, Dan Nathan, and Danny Moses delve into the current state of interest rates and bond yields. They explore the broader market implications, particularly focusing on the Mag 7 tech stocks and their earnings performances. Dan Nathan shares insights from his conversation with Cameron Dawson, CIO of New Edge Wealth, about the volatility in interest rates, her outlook for equities, and potential moves in 2025. The episode also touches on topical issues including the performance of the airline and tech sectors, spotlighting companies like Boeing, Super Micro, and Tesla. The team discusses the implications of a potentially changing political landscape on these trends.
After the break (43:40), Cameron Dawson of NewEdge Wealth provides an overview of economic growth, productivity gains, and the possible impact of high rates as we look ahead to the year's end and into 2025. Dan and Cameron also discuss the upcoming 2024 presidential election and market implications for each candidate.
