joins Catalysts to discuss how strategists and economists are reading the rally and the signs that point to this run's fragility coming off of early August volatility.We're going to take a look at markets on track for their eighth day of gains after its best week long run since 2003.The S and P up to 10th of a percent, the nada nearing 2/10 of a percent of the markets fully recouping their losses from the early August sell off.
And that's interesting given that tech was kind of the biggest sector that was under pressure during that market route we saw in early August.Uh and given it has rallied after that jobs report, we had Jan talking about potential tariffs from uh President Trump winning the White House again, leading to more inflation.Uh that could lead to higher tax and lower growth.
So maybe some investors are out there looking for bargains but still I what yah was telling us that kind of scares the crap out of me.Yanni, what we heard from Stuart Kaiser, what we've heard from a long list of strategists and even economists who have joined us over the last two weeks as we try to make sense of the weaker than expected labor print also the unwinding of the yen carry trade.
And you and you also went on to talk about a number of other factors that could really boost some of that movement.That could be a catalyst here for the markets, potentially in the short term, just as long as the economy doesn't deteriorate too much.
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