cover of episode The Fate of the Rally 11/18/24

The Fate of the Rally 11/18/24

2024/11/18
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Halftime Report

AI Deep Dive AI Chapters Transcript
People
B
Brian Belski
C
Christina Partsinevelos
J
Joe Terranova
知名华尔街分析师和投资策略师,现任 Virtus Investment Partners 首席市场策略师。
J
Josh Brown
金融分析师和评论家,专注于金融市场趋势和经济预测。
S
Scott Wapner
主持《Halftime Report》,领导投资委员会讨论市场趋势和投资策略。
Topics
Scott Wapner 指出选后股市上涨行情已经降温。Josh Brown 认为鲍威尔的评论和市场自身回调导致了降温,但他对牛市依然乐观,同时指出英伟达财报的重要性。Brian Belski 认为市场不确定性很高。Joe Terranova 预测市场将回归常态化,美国股票将是首选,并给出了具体的指数目标。他还强调投资策略应关注可控因素,如高质量资产。

Deep Dive

Chapters
The discussion revolves around the cooling off of the post-election rally and the factors contributing to it, including market corrections and Fed commentary.
  • Post-election rally cooled off after initial surge.
  • Market was due for a correction after a strong run.
  • Fed Chair Powell's commentary contributed to rising yields.

Shownotes Transcript

Scott Wapner and the Investment Committee debate the fate of the rally as the post-election pop has begun to cool. Plus, Tesla surging since the election, it’s our Chart of the Day, the desk debates how to trade the stock now. And later, Netflix hitting a new record high, the Investment Committee discuss their streaming strategy. 

Investment Committee Disclosures)