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Yields, Broadcom in Focus as Busy Data Week Ends
Yields, Broadcom in Focus as Busy Data Week Ends

Episode 807

Inflation and jobless claims data paint a mixed picture ahead of the Fed meeting. Investors are pondering Broadcom's results and a sharp rise in yiel…

1 year, 3 months ago

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Investors Look Ahead to ECB Meeting, PPI Data
Investors Look Ahead to ECB Meeting, PPI Data

Episode 806

Yesterday's rally followed an in-line CPI that raised hopes for a rate cut next week. Today, the ECB is expected to cut rates, and U.S. PPI will prov…

1 year, 3 months ago

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CPI Countdown: Market on Edge Ahead of Price Data
CPI Countdown: Market on Edge Ahead of Price Data

Episode 805

Today's CPI data looms, and hot results could lower odds of rate cuts in early 2025. Still, it would take a very bad report to squash widespread hope…

1 year, 3 months ago

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After Monday's Drop, Wall Street on Yield Watch
After Monday's Drop, Wall Street on Yield Watch

Episode 804

Investors have their eyes on Treasury yields following Monday's losses fueled partly by a yield rally. Rates could stay in focus ahead of Treasury au…

1 year, 4 months ago

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Another Week of Inflation Data Arrives
Another Week of Inflation Data Arrives

Episode 803

The days ahead also include bank meetings overseas, along with a new set of earnings from the tech sector. 

Important Disclosures

Information on this s…

1 year, 4 months ago

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Tech-Driven Rally Persists After Mixed Jobs Data
Tech-Driven Rally Persists After Mixed Jobs Data

Episode 802

Two major indexes climbed, and the S&P 500 posted new record highs after the jobs report raised rate cut hopes. Tech led, but most sectors fell. The …

1 year, 4 months ago

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Rally Stalls with Crucial Jobs Report Up Next
Rally Stalls with Crucial Jobs Report Up Next

Episode 801

Major indexes lost ground ahead of tomorrow morning's monthly jobs report. Consumer discretionary stocks led on airline strength, info tech sagged, a…

1 year, 4 months ago

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Tech Takes Charge Again on Signs of Solid Demand
Tech Takes Charge Again on Signs of Solid Demand

Episode 800

Earnings from Salesforce and Marvell Technology showed strong AI demand, helping tech, though some sectors got left behind. Powell seems in no hurry …

1 year, 4 months ago

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Rally Stalls Despite Mega-Cap Gains, Awaiting Data
Rally Stalls Despite Mega-Cap Gains, Awaiting Data

Episode 799

Though several mega caps sparked a Nasdaq gain, most of the market was flat to lower in a session that lacked direction awaiting Powell's remarks tom…

1 year, 4 months ago

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Banner Day for Mega Caps Sends Market to New Highs
Banner Day for Mega Caps Sends Market to New Highs

Episode 798

Mega-cap strength and hopes for a rate cut this month helped two major indexes post fresh highs today, but decliners led advancers. Data was firm, bu…

1 year, 4 months ago

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