Tariffs, Tech, and Turbulence: Markets Wait For Nvidia Earnings

Written By Timmy Adami

February 24, 2025

Dan Nathan, Guy Adami, and Liz Thomas discuss the significant market sell-off last week, upcoming economic data such as the Fed's preferred inflation reading (PCE), and crucial earnings reports including NVIDIA. They touch on market dynamics influenced by geopolitical events, potential tariffs, and recent announcements from tech giants like Apple and Microsoft. The hosts analyze sector-specific trends, like the contrasting performances of consumer staples and pharma stocks, and debate overvalued sectors amidst persistent inflation concerns. Additionally, the podcast addresses movements in the bond market, implications of Nvidia's results on the tech sector, and the broader economic outlook under the current administration.

Timecodes

0:00 - Friday Sell-Off

6:50 - China vs Europe

13:40 - Key Data

23:05 - Nvidia Earnings

28:45 - Rotation

Timmy Adami
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