Powell speaks, auto stocks, China exposure: Market Domination
September 30, 2024
Market Domination Hosts Julie Hyman and Josh Lipton examine the top stories of the trading day alongside top markets and economic experts. Federal Reserve Chair Jerome Powell delivers remarks at the National Association for Business Economics annual meeting, indicating the Fed is not on a "preset course" and that "overall, the economy is in solid shape." Sandy Villere, Villere & Co. portfolio manager, discusses navigating the market amid the rate-cutting cycle and ahead of the upcoming election. Bernstein senior analyst Daniel Roeska examines the auto industry, focusing on Ford (F), amid recent challenges for Stellantis (STLA). Strategy Risks founder and CEO Isaac Stone Fish joins the Market Domination team to take a look at US companies exposed to China’s economy following the recent stimulus package. Aniket Shah, Jefferies' global head of sustainability and transition strategy, examines the energy space as nuclear energy has come into focus after Microsoft (MSFT) signed a deal with Constellation Energy (CEG) to reopen a dominant nuclear plant to power its artificial intelligence (AI) projects. Morgan Stanley Investment Management senior fixed income portfolio manager Michael Kushma makes the case for the Fed cutting another 50 basis points in November. This post was written by Naomi Buchanan. Read More...
Market Domination Hosts Julie Hyman and Josh Lipton examine the top stories of the trading day alongside top markets and economic experts.
Federal Reserve Chair Jerome Powell delivers remarks at the National Association for Business Economics annual meeting, indicating the Fed is not on a “preset course” and that “overall, the economy is in solid shape.”
Sandy Villere, Villere & Co. portfolio manager, discusses navigating the market amid the rate-cutting cycle and ahead of the upcoming election.
Strategy Risks founder and CEO Isaac Stone Fish joins the Market Domination team to take a look at US companies exposed to China’s economy following the recent stimulus package.
Aniket Shah, Jefferies’ global head of sustainability and transition strategy, examines the energy space as nuclear energy has come into focus after Microsoft (MSFT) signed a deal with Constellation Energy (CEG) to reopen a dominant nuclear plant to power its artificial intelligence (AI) projects.
Morgan Stanley Investment Management senior fixed income portfolio manager Michael Kushma makes the case for the Fed cutting another 50 basis points in November.
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