Closing Bell: Market Frenzy Fading? 11/18/24
2024/11/18
Closing Bell
A
Avery Sheffield
B
Brian Levitt
L
Lauren Goodwin
M
Matt Boss
S
Sung Cho
Lauren Goodwin认为市场正在评估哪些与特朗普相关的交易策略应该保留或放弃，并强调关注那些与潜在政策变化和潜在经济趋势相关的交易。她预计利率和通货膨胀在未来几个季度将更加波动并走高，这对股票市场构成挑战。Avery Sheffield指出，当前市场环境动态，一些周期性股票估值过高，而其他股票估值较低，这为投资者提供了机会。他认为，如果经济保持良好，估值较低的股票存在上涨潜力，但如果利率继续上升，房地产和一些工业领域将面临挑战。Brian Levitt表示，特朗普和拜登执政期间，股市表现相似，因此围绕政府更迭的市场反应并不总是与现实相符。他认为，市场对新政府政策的影响存在分歧，一些人预期减税和放松管制，另一些人则预期财政紧缩和不确定性。
Deep Dive
The panel discusses the market's reaction to the recent election and the potential impact on various sectors, focusing on the risk-reward equation for the remainder of the year.
- Market is trying to decide which Trump trades to fade and which to follow.
- Expect volatility in inflation and interest rates, with rates likely to move higher.
- Economic growth may slow from a high base, favoring large caps and mega-cap tech.
Shownotes Transcript