Belief Over Fear: Markets Defy Gravity Amid Uncertainty

Written By Timmy Adami

November 25, 2024

Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss market movements in reaction to a new Treasury Secretary pick and expectations of lower regulations and cyclical growth into 2025. They delve into the impacts of inflation, the potential re-ignition of inflation due to policy changes, and the behavior of the bond market. The hosts also assess market reactions to interest rates, the significance of personnel decisions, and the enthusiastic retail response to the treasury secretary pick. They wrap up with an analysis of recent Nvidia stock movements and upcoming retail earnings amidst the backdrop of economic uncertainties and holiday spending.

Further Reading

  • RBC sees the S&P 500 rising to 6,600 in 2025, but expects a 5%-10% correction near term (CNBC)

  • Trump threatens John Deere with 200% tariffs if production moves to Mexico (Reuters)

Timmy Adami
Previous

Can't Fight This Feeling
Next

Go Eff-TC & A Conversation with CME Group’s Terry Duffy