cover of episode Closing Bell: Stocks, Rates & Risks Rising? 11/15/24

Closing Bell: Stocks, Rates & Risks Rising? 11/15/24

2024/11/15
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Closing Bell
AI Deep Dive AI Chapters Transcript
People
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Ali Flynn Phillips
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Ben Aneff
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Jeff DeGraaf
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Jeremy Siegel
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Stephanie Link
首席投资策略师和股票投资组合经理，曾任职于Nuveen和TheStreet，现任高塔威尔财富管理公司首席投资策略师。
Topics
Jeremy Siegel教授表达了对特朗普政策下长期利率上升的担忧，认为这将对股市造成阻力，同时他也对美联储的低利率政策表示质疑，认为实际利率应该更高。他预测2025年股市涨幅将在5%-10%之间。Stephanie Link则认为市场正在消化特朗普政府对经济增长和通货膨胀的影响，以及美联储放缓降息步伐的影响，她认为关键在于选择好的投资机会。Ali Flynn Phillips认为通货膨胀数据被曲解，更快的增长和略高的通货膨胀对投资更有利，因为这能给公司带来定价权，并有助于利润率的提高。

Deep Dive

Chapters
Experts discuss the impact of higher interest rates on stocks and the economic outlook for 2025, considering factors like tax cuts, regulation, and geopolitical events.
  • Higher interest rates could be a headwind for equities in 2025.
  • Extension of the 2017 tax cuts is expected, which is positive for stocks.
  • Uncertainty around tariffs and deportation policies remains a concern.

Shownotes Transcript

Where might the run for stocks and rates go from here? The Wharton School’s Jeremy Siegel, Hightower’s Stephanie Link and Ali Flynn Phillips of Obermeyer Wood break down their forecasts. Plus, star technician Jeff DeGraaf tells us how he is navigating the semi space ahead of Nvidia’s report next week. And, we tell you what to watch from all of the retail earnings coming up.