Dan Nathan and Guy Adami discuss the S&P at all-time highs, earnings, economic data, and rate cut expectations. Later, they are joined by Ron Biscardi, CEO of iConnections, to discuss the Global Alts Conference next week and the roster of participants our audience will hear from.
Topics:
China’s Stock Market Meltdown (3:25)
China Has a New Youth Jobless Rate. Some Economists Are Ignoring It.
China’s Population Decline Accelerates as Women Resist Pressure to Have Babies
This Week’s GDP Report (9:30)
Andy Constan Tweet
Earnings Expectations (12:15)
Big Tech Still Rules Profit Growth Even as S&P Leadership Widens
Profits Comeback Paired With Rate Cuts Make a Powerful Mix
Opportunities in the Stock Market Amid Scattered Rate Cut Expectations (18:25)
Earnings Reports they are Most Focused on this Week (22:00)
What’s Changed Since the Last Global Alts Conference (33:15)
Key Goal for iConnections (36:00)
Big Themes/Trends to Expect from Global Alts 2024 (44:00)
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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