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March Fed Meeting, S&P 500 Shake-Up, and the New Trading Week 3/18/24

The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus…

2 years ago

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Rethinking the Magnificent 7, Commercial Real Estate Risk, and Disney+ (Taylor's Version) 3/15/24

Adobe shares are falling on weak guidance, but the stock is still outperforming Tesla. Big Technology's Alex Kantrowitz discusses whether Adobe shoul…

2 years ago

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Consumer Bull vs. Bear, Steel Deal in Doubt, and The Final Inflation Read 3/14/24

A busy day is shaping up for the retail sector on top of what's already been a market-moving week around inflation. SW Retail Advisors' Stacey Widlit…

2 years ago

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Potential TikTok Ban, Rising Housing Costs, and Japan Wage Hikes 3/13/24

Lawmakers are set to vote on a bill that could ban TikTok in the U.S. Longview Global's Dewardric McNeal lays out the impact on geopolitics and the e…

2 years ago

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February CPI, A TikTok Ban, and Arm's Lockup Expiration 03/12/24

February CPI is out this morning, with economists expecting the inflation rate to remain unchanged. Apollo Global Management's Torsten Slok lays his …

2 years ago

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Nvidia's Tumble, Oracle Earnings, and Reddit's IPO Roadshow 03/11/24

Nvidia is looking to turn things around after a brutal Friday, where shares closed down more than five percent. Piper Sandler's Craig Johnson and Cle…

2 years ago

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February Jobs Report, Mastercard SpendingPulse, and State of the Union Highlights 03/08/24

The monthly jobs report is out this morning, with economists expecting hiring to have slowed in February. Stifel’s Lindsey Piegza lays out her foreca…

2 years ago

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State of the Union, Citi’s Super 7, and Powell’s Rate Expectations 03/07/24

President Biden will deliver his State of the Union address today. American Enterprise Institute’s James Pethokoukis gives his expectations. Plus, Ci…

2 years ago

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Powell on the Hill, Regional Bank Reckoning, and Magnificent 7 Sell-Off 03/06/24

Federal Reserve Chairman Jay Powell is set to begin two days of testimony before Congress today. Former Fed Vice Chairman Roger Ferguson tees up the …

2 years ago

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Target Earnings, Super Tuesday, and the Nasdaq 100 03/05/24

Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the re…

2 years ago

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