the Fed will cut rates next month during a speech in Jackson Hole, Wyo., saying the"time has come for policy to adjust."Martin says investors are looking beyond"technology, communication services and consumer discretionary" stocks and"broadening out their portfolios.
What is the core metric, the key data point that investors who are keeping an eye on the employment situation could be and should be monitoring closely as it pertains to what the fed is going to do on a go forward basis. One of the most notable names, Rafael Bostick, uh, and particularly here as we're kind of squaring away and about to begin September.So, what we expect to hear is that they are going to lower, uh, rates by a quarter of a percentage point.And how are they going to guide us to think about the path going forward?
NVIDIA post earnings, post pull back that we've seen and now the attempted uh kind of stabilization for the business going forward and not for the business, but given the outlook that perhaps isn't as strong as some on the street were hoping for.Well, it's important to keep in mind that Nvidia's earnings uh and sales uh and, and margins have been expanding, but uh by huge amounts.Um, and say, well, that's, that's a lot, maybe that's too far, too fast.
We think that the report was a good report, uh, expectations, it beat expectations, it just didn't beat expectations by as much as folks had expected, uh, the, uh, underlying, uh, fundamentals and Blackwell, uh, which is what really has to, to work going forward.Uh, and we got a couple of reports today, um, from Marvel and from Dell that corroborated that at least as you said in the rearview mirror.
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